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 7-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 |
|---|---|---|
STEVEN P EDRAZA1 year Service code 99 · EIN 56-7294675 | Other Fees | $4,038 |
Service code 37 · EIN 39-6040276 | Loan Processing | $1,251 |
Filed as: VOYA RETIREMENT INS AND ANNUAITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $577 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $434 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,365 | $58,512-44.7% | $84,015-61.5% | $72,985-55.7% |
| Participation rate | 58.2% | 61.2%-3.0pp | 69.0%-10.8pp | 69.5%-11.3pp |
| Annual return | 17.25% | 28.93%-11.7pp | 71.31%-54.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,450 | $2,394+2.4% | $3,239-24.3% | $3,607-32.1% |
| Admin fee / account holder | $90 | $4,569-98.0% | $6,101-98.5% | $5,124-98.2% |