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 26 · EIN 71-0294708 | Advisory (Participants) | $32,986 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $25,392 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 99 · EIN 82-1301701 | Other Fees | $17,870 |
COOPER SAVAS LLC4 years Filed as: COOPER SAVAS Service code 99 170 SOUTH MAIN STREET, SUITE 800 · SALT LAKE CITY, UT 84101 | Other Fees | $16,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,700 | $88,890-68.8% | $102,423-73.0% | $77,643-64.3% |
| Participation rate | 36.1% | 80.9%-44.8pp | 76.5%-40.4pp | 70.6%-34.5pp |
| Annual return | 13.11% | 24.98%-11.9pp | 29.32%-16.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $926 | $2,698-65.7% | $3,023-69.4% | $2,726-66.0% |
| Participant deferral / active EE | $1,619 | $5,145-68.5% | $5,053-68.0% | $4,647-65.2% |
| Admin fee / account holder | $293 | $235+24.3% | $9,451-96.9% | $430-32.0% |