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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $14,456 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: STRATEGIC WEALTH ADVISORS GROUP LLC Service code 99 · EIN 20-4922484 | Other Fees | $0 |
TPA SERVICES, INC.3+ years Service code 49 7108 S ALTON WAY · CENTENNIAL, CO 80112 | Other Services | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,563 | $65,908-8.1% | $81,812-26.0% | $77,643-22.0% |
| Participation rate | 32.5% | 65.8%-33.3pp | 72.3%-39.9pp | 70.6%-38.1pp |
| Annual return | 13.32% | 26.64%-13.3pp | 773.79%-760.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $219 | $2,370-90.8% | $2,912-92.5% | $2,726-92.0% |
| Participant deferral / active EE | $1,498 | $3,505-57.3% | $4,319-65.3% | $4,647-67.8% |
| Admin fee / account holder | $461 | $526-12.4% | $7,386-93.8% | $430+7.2% |