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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $18,137 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,115 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $586 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,324 | $88,982-30.0% | $102,438-39.2% | $77,671-19.8% |
| Participation rate | 95.7% | 80.9%+14.8pp | 76.5%+19.2pp | 70.6%+25.1pp |
| Annual return | 18.17% | 25.01%-6.8pp | 29.37%-11.2pp | 31.21%-13.0pp |
| Employer contribution / active EE | $1,910 | $2,698-29.2% | $3,024-36.8% | $2,726-30.0% |
| Participant deferral / active EE | $8,635 | $5,144+67.9% | $5,054+70.9% | $4,648+85.8% |
| Admin fee / account holder | $26 | $236-89.1% | $9,448-99.7% | $430-94.0% |