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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES Service code 99 · EIN 31-1560462 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,522 | $42,546+16.4% | $71,796-31.0% | $55,167-10.2% |
| Participation rate | 70.8% | 59.1%+11.6pp | 69.1%+1.6pp | 69.0%+1.8pp |
| Annual return | 12.02% | 12.36%-0.3pp | 78.04%-66.0pp | 169.23%-157.2pp |
| Employer contribution / active EE | $648 | $803-19.3% | $1,924-66.3% | $1,963-67.0% |
| Participant deferral / active EE | $2,469 | $2,064+19.6% | $2,794-11.6% | $3,054-19.1% |
| Admin fee / account holder | $14 | $650-97.9% | $4,815-99.7% | $504-97.3% |