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 5-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 64 · EIN 71-0294708 | Recordkeeping Fees | $557,512 |
MMA SECURITIES LLC5+ years Service code 99 · EIN 22-3570392 | Other Fees | $142,081 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $128,812 |
BDO USA, LLP4 years Filed as: BDO Service code 99 · EIN 13-5381590 | Other Fees | $10,000 |
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 | $56,927 | $67,679-15.9% | $155,509-63.4% | $99,062-42.5% |
| Participation rate | 43.1% | 67.2%-24.1pp | 78.2%-35.1pp | 71.6%-28.5pp |
| Annual return | 14.16% | 16.16%-2.0pp | 64.67%-50.5pp | 17.66%-3.5pp |
| Employer contribution / active EE | $851 | $2,268-62.5% | $4,672-81.8% | $3,262-73.9% |
| Participant deferral / active EE | $3,014 | $3,828-21.3% | $5,626-46.4% | $5,331-43.5% |
| Admin fee / account holder | $133 | $94+41.5% | $15,912-99.2% | $109+21.7% |