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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $75,729 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $24,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $40,631 | $92,055-55.9% | $106,213-61.7% | $77,643-47.7% |
| Participation rate | 84.8% | 81.0%+3.7pp | 75.3%+9.5pp | 70.6%+14.2pp |
| Annual return | 19.58% | 17.91%+1.7pp | 116.14%-96.6pp | 31.24%-11.7pp |
| Employer contribution / active EE | $0 | $3,367-100.0% | $3,171-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,808 | $5,386-47.9% | $5,016-44.0% | $4,647-39.6% |
| Admin fee / account holder | $141 | $219-35.6% | $11,033-98.7% | $430-67.2% |