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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 22 W WASHINGTON ST · CHICAGO, IL 60202 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | 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.
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 | $12,346 | $43,423-71.6% | $78,689-84.3% | $55,167-77.6% |
| Participation rate | 27.5% | 68.0%-40.5pp | 73.6%-46.1pp | 69.0%-41.5pp |
| Annual return | 12.75% | 11.53%+1.2pp | 62.18%-49.4pp | 169.23%-156.5pp |
| Employer contribution / active EE | $584 | $1,997-70.8% | $2,851-79.5% | $1,963-70.2% |
| Participant deferral / active EE | $983 | $2,509-60.8% | $3,517-72.0% | $3,054-67.8% |
| Admin fee / account holder | $24 | $416-94.2% | $4,510-99.5% | $504-95.2% |