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 9-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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNING STAR Service code 26 · EIN 36-3297908 | Advisory (Participants) | $0 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,586 | $67,512-31.0% | $185,823-74.9% | $93,030-49.9% |
| Participation rate | 38.3% | 67.1%-28.8pp | 81.7%-43.4pp | 73.9%-35.6pp |
| Annual return | 13.14% | 21.04%-7.9pp | 122.05%-108.9pp | 158.70%-145.6pp |
| Employer contribution / active EE | $387 | $1,783-78.3% | $5,167-92.5% | $2,706-85.7% |
| Participant deferral / active EE | $1,613 | $3,035-46.9% | $5,568-71.0% | $4,562-64.7% |
| Admin fee / account holder | $20 | $318-93.6% | $16,237-99.9% | $152-86.6% |