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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $50,620 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 PO BOX 8089 · BOSTON, MA 02266 | Other Commissions | $20,106 |
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 | $39,892 | $52,953-24.7% | $172,739-76.9% | $65,185-38.8% |
| Participation rate | 98.9% | 66.2%+32.7pp | 82.6%+16.2pp | 70.2%+28.7pp |
| Annual return | 24.40% | 30.12%-5.7pp | 802.84%-778.4pp | 29.38%-5.0pp |
| Employer contribution / active EE | $719 | $2,190-67.1% | $5,143-86.0% | $2,177-66.9% |
| Participant deferral / active EE | $2,832 | $2,471+14.6% | $5,198-45.5% | $3,514-19.4% |
| Admin fee / account holder | $251 | $472-46.9% | $13,954-98.2% | $847-70.4% |