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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $28,244 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $17,221 |
Filed as: SMITH ELLIOTT KEARNS AND COMPANY, L Service code 99 · EIN 52-0783935 | Other Fees | $12,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,026 | $98,750-33.1% | $149,696-55.9% | $79,858-17.3% |
| Participation rate | 46.8% | 75.8%-29.0pp | 82.5%-35.7pp | 69.6%-22.8pp |
| Annual return | 11.43% | 27.43%-16.0pp | 276.60%-265.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,429 | $3,216+6.6% | $4,644-26.2% | $2,471+38.8% |
| Participant deferral / active EE | $7,363 | $5,680+29.6% | $6,842+7.6% | $3,740+96.9% |
| Admin fee / account holder | $265 | $6,053-95.6% | $9,309-97.1% | $5,306-95.0% |