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 6-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 |
|---|---|---|
THE FINWAY GROUP6+ years Service code 49 · EIN 42-1468222 | Other Services | $44,676 |
FOSTER & FOSTER2 years Filed as: FOSTER CAPITAL MANAGEMENT Service code 99 · EIN 42-1361385 | Other Fees | $24,057 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,543 | $50,815-30.1% | $155,509-77.1% | $77,643-54.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 12.19% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,509 | $1,993-24.3% | $4,672-67.7% | $2,726-44.6% |
| Participant deferral / active EE | $3,530 | $2,822+25.1% | $5,626-37.3% | $4,647-24.0% |
| Admin fee / account holder | $316 | $437-27.6% | $15,912-98.0% | $430-26.6% |