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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $30,994 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $13,065 |
MORNINGSTAR5 years Filed as: MORNING STAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,309 | $53,136+2.2% | $155,509-65.1% | $199,593-72.8% |
| Participation rate | 38.7% | 64.1%-25.4pp | 78.2%-39.5pp | 72.0%-33.3pp |
| Annual return | 11.83% | 41.15%-29.3pp | 64.67%-52.8pp | 34.25%-22.4pp |
| Employer contribution / active EE | $581 | $1,851-68.6% | $4,672-87.6% | $3,034-80.9% |
| Participant deferral / active EE | $2,480 | $3,161-21.5% | $5,626-55.9% | $5,087-51.2% |
| Admin fee / account holder | $50 | $185-72.9% | $15,912-99.7% | $269-81.3% |