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 MNG Service code 26 · EIN 36-3297908 | Advisory (Participants) | $426 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVVESTMENT MNG Service code 26 · EIN 36-4317381 | Advisory (Participants) | $259 |
Filed as: VOYA RETIREMENT INS 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.
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 | $20,116 | $46,173-56.4% | $170,442-88.2% | $69,631-71.1% |
| Participation rate | 37.8% | 63.9%-26.1pp | 83.6%-45.7pp | 70.7%-32.8pp |
| Annual return | 15.27% | 21.62%-6.4pp | 205.93%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $586 | $1,610-63.6% | $5,433-89.2% | $2,032-71.1% |
| Participant deferral / active EE | $915 | $2,080-56.0% | $4,939-81.5% | $3,224-71.6% |
| Admin fee / account holder | $68 | $116-41.5% | $13,880-99.5% | $110-38.6% |