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 10-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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,625 |
Filed as: FINANCIAL FOCUS RETIREMENT PLAN SER Service code 49 · EIN 47-5015396 | Other Services | $0 |
MMA SECURITIES LLC3 years Service code 99 · EIN 22-3570392 | Other Fees | $0 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,658 | $88,083-22.1% | $164,813-58.3% | $74,495-7.8% |
| Participation rate | 85.9% | 73.0%+12.9pp | 78.6%+7.3pp | 67.2%+18.7pp |
| Annual return | 10.01% | 17.26%-7.3pp | 69.93%-59.9pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $6,372 | $2,593+145.8% | $4,341+46.8% | $2,623+142.9% |
| Participant deferral / active EE | $2,872 | $4,498-36.1% | $6,031-52.4% | $4,346-33.9% |
| Admin fee / account holder | $17 | $2,234-99.2% | $12,690-99.9% | $1,942-99.1% |