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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,230 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,172 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,519 | $100,801-70.7% | $149,696-80.3% | $73,409-59.8% |
| Participation rate | 57.8% | 77.7%-19.9pp | 82.5%-24.7pp | 72.2%-14.4pp |
| Annual return | 7.92% | 265.34%-257.4pp | 276.60%-268.7pp | 59.29%-51.4pp |
| Employer contribution / active EE | $1,810 | $3,312-45.3% | $4,644-61.0% | $2,234-19.0% |
| Participant deferral / active EE | $3,142 | $6,404-50.9% | $6,842-54.1% | $3,805-17.4% |
| Admin fee / account holder | $101 | $181-44.1% | $9,309-98.9% | $158-36.0% |