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 |
|---|---|---|
BENEFITS PLUS2 years Service code 99 · EIN 61-1104063 | Other Fees | $8,325 |
RFH, PLLC1 year Service code 99 · EIN 11-1000111 | Other Fees | $6,843 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,947 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 27 | Advisory (Plan) | $5,947 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $168,365 | $54,573+208.5% | $90,951+85.1% | $73,488+129.1% |
| Participation rate | 73.0% | 61.2%+11.9pp | 69.0%+4.0pp | 70.7%+2.4pp |
| Annual return | 8.63% | 16.69%-8.1pp | 134.60%-126.0pp | 28.51%-19.9pp |
| Employer contribution / active EE | $2,929 | $991+195.4% | $2,122+38.0% | $2,270+29.0% |
| Participant deferral / active EE | $3,644 | $2,517+44.8% | $3,373+8.0% | $3,740-2.6% |
| Admin fee / account holder | $157 | $521-69.9% | $5,959-97.4% | $513-69.4% |