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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $847 |
Filed as: PATRIOT Service code 99 · EIN 06-1364615 | Other Fees | $799 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $79 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,876 | $82,032-39.2% | $123,104-59.5% | $59,632-16.4% |
| Participation rate | 68.4% | 83.2%-14.8pp | 86.8%-18.4pp | 68.7%-0.3pp |
| Annual return | 1.01% | 5.12%-4.1pp | 13.22%-12.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $1,592 | $3,297-51.7% | $5,151-69.1% | $2,203-27.7% |
| Participant deferral / active EE | $5,322 | $4,667+14.0% | $6,230-14.6% | $3,192+66.7% |
| Admin fee / account holder | $106 | $5,881-98.2% | $9,015-98.8% | $4,297-97.5% |