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: SCOTT MILLER CPA AND ASSOCIATES Service code 99 · EIN 87-3523115 | Other Fees | $12,500 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 99 · EIN 93-0998477 | Other Fees | $4,530 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
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 | $22,293 | $56,053-60.2% | $75,972-70.7% | $80,856-72.4% |
| Participation rate | 93.0% | 62.0%+30.9pp | 69.1%+23.9pp | 67.6%+25.3pp |
| Annual return | 9.84% | 20.53%-10.7pp | 359.55%-349.7pp | 35.59%-25.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,665 | $3,052-12.7% | $4,255-37.4% | $4,296-38.0% |
| Admin fee / account holder | $140 | $5,234-97.3% | $6,467-97.8% | $6,918-98.0% |