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+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,472 |
Filed as: VOYA RETIREME INSURANCE AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,409 | $46,360-73.2% | $147,614-91.6% | $52,331-76.3% |
| Participation rate | 65.4% | 64.9%+0.4pp | 84.6%-19.2pp | 68.1%-2.7pp |
| Annual return | 0.29% | 1.62%-1.3pp | 61.98%-61.7pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,071 | $2,126-49.6% | $5,564-80.7% | $1,882-43.1% |
| Participant deferral / active EE | $1,653 | $2,258-26.8% | $4,895-66.2% | $3,022-45.3% |
| Admin fee / account holder | $75 | $766-90.2% | $11,611-99.4% | $592-87.3% |