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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 99 · EIN 22-3570392 | Other Fees | $19,096 |
Filed as: PLANNED RETIREMENT CONSULTANTS &ADM Service code 49 | Other Services | $6,096 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $2,932 |
Service code 49 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07450 | Other Services | $0 |
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 | $44,955 | $40,385+11.3% | $80,569-44.2% | $74,419-39.6% |
| Participation rate | 92.6% | 47.4%+45.1pp | 67.0%+25.6pp | 70.7%+21.8pp |
| Annual return | 18.15% | 164.85%-146.7pp | 935.43%-917.3pp | 34.38%-16.2pp |
| Employer contribution / active EE | $436 | $1,496-70.8% | $2,723-84.0% | $2,637-83.5% |
| Participant deferral / active EE | $5,490 | $2,674+105.3% | $4,447+23.4% | $4,528+21.2% |
| Admin fee / account holder | $20 | $720-97.3% | $5,377-99.6% | $348-94.3% |