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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,260 |
NFP RETIREMENT INC7 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $17,500 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $473 |
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 | $109,404 | $47,126+132.2% | $149,673-26.9% | $74,419+47.0% |
| Participation rate | 26.3% | 63.4%-37.1pp | 78.8%-52.4pp | 70.7%-44.4pp |
| Annual return | 18.62% | 22.75%-4.1pp | 134.42%-115.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $371 | $1,905-80.5% | $4,818-92.3% | $2,637-85.9% |
| Participant deferral / active EE | $1,175 | $2,728-56.9% | $5,680-79.3% | $4,528-74.0% |
| Admin fee / account holder | $127 | $343-63.0% | $13,210-99.0% | $348-63.6% |