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 |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $6,602 |
Filed as: VOYA RETIREMENT INS/ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,081 |
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 | $77,042 | $155,795-50.5% | $136,294-43.5% | $69,631+10.6% |
| Participation rate | 57.5% | 75.2%-17.7pp | 81.9%-24.4pp | 70.7%-13.2pp |
| Annual return | 15.02% | 232464.33%-232449.3pp | 5155.94%-5140.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $638 | $2,991-78.7% | $4,695-86.4% | $2,032-68.6% |
| Participant deferral / active EE | $3,388 | $5,394-37.2% | $6,247-45.8% | $3,224+5.1% |
| Admin fee / account holder | $30 | $128-76.3% | $9,243-99.7% | $110-72.5% |