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 |
|---|---|---|
Service code 99 · EIN 43-1451524 | Other Fees | $5,170 |
BENEFITS ADMINISTRATORS, LLC2 years Filed as: BENEFITS ADMINISTRATORS LLC Service code 49 · EIN 61-1291181 | Other Services | $1,819 |
Service code 99 · EIN 20-5636795 | Other Fees | $0 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE & ANNITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,092 | $34,677-13.2% | $77,024-60.9% | $64,808-53.6% |
| Participation rate | 25.9% | 49.8%-23.9pp | 67.9%-42.0pp | 71.5%-45.6pp |
| Annual return | -14.32% | -5.33%-9.0pp | 42.32%-56.6pp | 32.82%-47.1pp |
| Employer contribution / active EE | $349 | $1,370-74.5% | $2,812-87.6% | $2,506-86.1% |
| Participant deferral / active EE | $1,300 | $2,556-49.2% | $4,426-70.6% | $4,310-69.8% |
| Admin fee / account holder | $69 | $179-61.5% | $5,425-98.7% | $188-63.4% |