See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $78,472 |
BENSLER, LLC4 years Service code 99 · EIN 71-1004774 | Other Fees | $39,428 |
Service code 49 | Other Services | $6,436 |
Filed as: PENSION DESIGN & ADMIN., INC Service code 49 · EIN 91-1418265 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,410 | $30,588+146.5% | $53,898+39.9% | $85,563-11.9% |
| Participation rate | 20.9% | 26.3%-5.4pp | 55.0%-34.1pp | 66.0%-45.1pp |
| Annual return | 12.40% | 50.42%-38.0pp | 528.60%-516.2pp | 31.51%-19.1pp |
| Employer contribution / active EE | $387 | $436-11.3% | $932-58.5% | $2,654-85.4% |
| Participant deferral / active EE | $1,054 | $848+24.4% | $1,826-42.3% | $4,375-75.9% |
| Admin fee / account holder | $585 | $1,879-68.9% | $2,491-76.5% | $834-29.9% |