See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RMR WEALTH BUILDERS INC1 year Service code 99 · EIN 11-2812983 | Other Fees | $21,962 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,480 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET RD · APPLETON, WI 54914 | Other Services | $1,981 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,608 | $87,870-69.7% | $113,168-76.5% | $74,304-64.2% |
| Participation rate | 89.5% | 70.7%+18.8pp | 76.6%+13.0pp | 60.3%+29.2pp |
| Annual return | 19.91% | 26.44%-6.5pp | 24.27%-4.4pp | 29.43%-9.5pp |
| Employer contribution / active EE | $2,647 | $2,277+16.3% | $2,975-11.0% | $2,241+18.1% |
| Participant deferral / active EE | $4,737 | $4,241+11.7% | $5,107-7.2% | $3,767+25.7% |
| Admin fee / account holder | $49 | $3,368-98.5% | $12,068-99.6% | $2,969-98.3% |