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 |
|---|---|---|
NEWEDGE ADVISORS LLC1 year Filed as: NEWEDGE ADVISORS Service code 99 · EIN 46-0854203 | Other Fees | $15,805 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,102 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,656 | $82,917-65.4% | $103,333-72.3% | $77,643-63.1% |
| Participation rate | 29.0% | 71.6%-42.5pp | 74.5%-45.5pp | 70.6%-41.6pp |
| Annual return | 12.70% | 19.13%-6.4pp | 24.88%-12.2pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,053 | $3,552-70.4% | $3,868-72.8% | $2,726-61.4% |
| Participant deferral / active EE | $1,781 | $4,108-56.6% | $5,057-64.8% | $4,647-61.7% |
| Admin fee / account holder | $52 | $638-91.8% | $8,355-99.4% | $430-87.9% |