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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CREATIVE RETIREMENT PLAN CONSULTING Service code 49 2000 S. COLORADO BLVD., BLDG 1-2000 · DENVER, CO 80222 | Other Services | $0 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,791 | $50,815-96.5% | $155,509-98.8% | $77,643-97.7% |
| Participation rate | 99.6% | 63.1%+36.5pp | 78.2%+21.4pp | 70.6%+29.0pp |
| Annual return | 27.92% | 34.80%-6.9pp | 64.67%-36.8pp | 31.24%-3.3pp |
| Employer contribution / active EE | $720 | $1,993-63.9% | $4,672-84.6% | $2,726-73.6% |
| Participant deferral / active EE | $1,093 | $2,822-61.3% | $5,626-80.6% | $4,647-76.5% |
| Admin fee / account holder | $21 | $437-95.1% | $15,912-99.9% | $430-95.0% |