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 |
|---|---|---|
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $4,549 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,512 |
Filed as: VOYA RET INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,434 | $65,376+93.4% | $87,100+45.2% | $65,185+94.0% |
| Participation rate | 63.9% | 75.3%-11.4pp | 76.9%-12.9pp | 70.2%-6.3pp |
| Annual return | 2.74% | 31.27%-28.5pp | 28.19%-25.5pp | 29.38%-26.6pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,617 | $3,388+95.3% | $4,049+63.4% | $3,514+88.3% |
| Admin fee / account holder | $43 | $520-91.7% | $7,497-99.4% | $847-94.9% |