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 |
|---|---|---|
M HOLDINGS SECURITIES INC2 years Service code 99 · EIN 91-1802259 | Other Fees | $5,523 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 | Advisory (Participants) | $633 |
Service code 49 | Other Services | $475 |
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 | $6,446 | $59,097-89.1% | $82,389-92.2% | $74,304-91.3% |
| Participation rate | 93.4% | 52.8%+40.7pp | 69.5%+23.9pp | 60.3%+33.1pp |
| Annual return | 19.08% | 22.85%-3.8pp | 28.67%-9.6pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,244 | $1,601-22.3% | $2,517-50.6% | $2,241-44.5% |
| Participant deferral / active EE | $2,762 | $2,775-0.5% | $4,155-33.5% | $3,767-26.7% |
| Admin fee / account holder | $148 | $4,489-96.7% | $7,231-98.0% | $2,969-95.0% |