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 | $24,266 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 99 · EIN 93-0998477 | Other Fees | $4,863 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $610 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years 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 | $25,213 | $60,892-58.6% | $82,389-69.4% | $84,808-70.3% |
| Participation rate | 72.7% | 63.3%+9.5pp | 69.5%+3.2pp | 68.3%+4.4pp |
| Annual return | 10.39% | 37.29%-26.9pp | 28.67%-18.3pp | 40.90%-30.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,757 | $3,179-13.3% | $4,155-33.6% | $4,212-34.5% |
| Admin fee / account holder | $247 | $5,467-95.5% | $7,231-96.6% | $7,344-96.6% |