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 |
|---|---|---|
NFP RETIREMENT INC5 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $17,500 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $701 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 37 · EIN 71-0294708 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,667 | $61,156+43.4% | $185,823-52.8% | $79,386+10.4% |
| Participation rate | 62.1% | 66.6%-4.6pp | 81.7%-19.6pp | 70.7%-8.7pp |
| Annual return | 17.36% | 19.45%-2.1pp | 122.05%-104.7pp | 116.85%-99.5pp |
| Employer contribution / active EE | $681 | $2,321-70.6% | $5,167-86.8% | $2,427-71.9% |
| Participant deferral / active EE | $2,266 | $2,789-18.8% | $5,568-59.3% | $4,046-44.0% |
| Admin fee / account holder | $95 | $710-86.6% | $16,237-99.4% | $626-84.8% |