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 |
|---|---|---|
PENSION ASSURANCE LLP1 year Service code 99 · EIN 22-2000022 | Other Fees | $11,500 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,271 | $55,636-76.1% | $81,983-83.8% | $73,488-81.9% |
| Participation rate | 83.3% | 62.3%+21.0pp | 69.2%+14.1pp | 70.7%+12.7pp |
| Annual return | 6.10% | 19.07%-13.0pp | 41.31%-35.2pp | 28.51%-22.4pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,836 | $2,762-33.5% | $3,722-50.7% | $3,740-50.9% |
| Admin fee / account holder | $74 | $493-85.0% | $5,664-98.7% | $513-85.6% |