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 |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $2,230 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,230 |
Filed as: THE RETIREMENT ADVANTAGE Service code 99 · EIN 39-1816008 | Other Fees | $140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $57,304 | $66,302-13.6% | $110,238-48.0% | $56,287+1.8% |
| Participation rate | 52.5% | 74.9%-22.4pp | 79.8%-27.3pp | 69.9%-17.4pp |
| Annual return | -5.19% | -1.18%-4.0pp | 314.74%-319.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,339 | $2,047-34.6% | $3,826-65.0% | $2,111-36.6% |
| Participant deferral / active EE | $3,478 | $3,381+2.9% | $4,672-25.6% | $3,350+3.8% |
| Admin fee / account holder | $73 | $698-89.6% | $8,547-99.1% | $521-86.0% |