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 3-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 |
|---|---|---|
MMA SECURITIES LLC2 years Service code 99 · EIN 22-3570392 | Other Fees | $12,725 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,570 | $42,886-61.4% | $88,946-81.4% | $85,563-80.6% |
| Participation rate | 5.9% | 37.9%-32.0pp | 68.8%-63.0pp | 66.0%-60.1pp |
| Annual return | 14.18% | 44.56%-30.4pp | 57.82%-43.6pp | 31.51%-17.3pp |
| Employer contribution / active EE | $10 | $1,147-99.2% | $2,555-99.6% | $2,654-99.6% |
| Participant deferral / active EE | $375 | $2,108-82.2% | $4,581-91.8% | $4,375-91.4% |
| Admin fee / account holder | $13 | $2,263-99.4% | $8,261-99.8% | $834-98.4% |