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 Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $4,816 |
Filed as: VOYA RETIREMENT INS/ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,816 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 15 · EIN 13-5570651 | Recordkeeping | $3,749 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,612 | $88,122+11.9% | $141,162-30.1% | $67,579+45.9% |
| Participation rate | 55.4% | 76.5%-21.1pp | 82.5%-27.1pp | 71.3%-15.9pp |
| Annual return | 20.88% | 75.40%-54.5pp | 71.39%-50.5pp | 378.56%-357.7pp |
| Employer contribution / active EE | $609 | $3,224-81.1% | $4,735-87.1% | $2,148-71.6% |
| Participant deferral / active EE | $4,329 | $5,958-27.3% | $6,709-35.5% | $3,539+22.3% |
| Admin fee / account holder | $67 | $131-48.5% | $10,261-99.3% | $142-52.6% |