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 |
|---|---|---|
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 49 3 HOLLAND ST. · ERIE, PA 16507 | Other Services | $20,572 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $13,650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,837 | $81,248+181.7% | $155,509+47.2% | $80,856+183.0% |
| Participation rate | 98.9% | 66.2%+32.7pp | 78.2%+20.7pp | 67.6%+31.3pp |
| Annual return | 12.64% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $12,839 | $3,100+314.1% | $4,672+174.8% | $2,755+366.0% |
| Participant deferral / active EE | $7,804 | $3,452+126.1% | $5,626+38.7% | $4,296+81.7% |
| Admin fee / account holder | $85 | $7,997-98.9% | $15,912-99.5% | $6,918-98.8% |