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 |
|---|---|---|
SAPIENT CAPITAL, LLC2 years Service code 99 · EIN 92-2406928 | Other Fees | $61,973 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $26,826 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 99 · EIN 44-0160260 | Other Fees | $13,581 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,791 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,086 |
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).
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 | $40,620 | $48,698-16.6% | $93,606-56.6% | $199,593-79.6% |
| Participation rate | 52.6% | 63.5%-10.9pp | 68.7%-16.1pp | 72.0%-19.3pp |
| Annual return | 13.91% | 15.34%-1.4pp | 133.20%-119.3pp | 34.25%-20.3pp |
| Employer contribution / active EE | $702 | $1,135-38.1% | $2,420-71.0% | $3,034-76.9% |
| Participant deferral / active EE | $3,491 | $2,817+23.9% | $4,411-20.9% | $5,087-31.4% |
| Admin fee / account holder | $58 | $195-70.5% | $8,285-99.3% | $269-78.6% |