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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Service code 99 · EIN 44-0160260 | Other Fees | $24,099 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $17,368 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,082 |
Service code 49 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Other Services | $13,918 |
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 | $87,973 | $92,055-4.4% | $106,213-17.2% | $77,643+13.3% |
| Participation rate | 55.7% | 81.0%-25.4pp | 75.3%-19.6pp | 70.6%-14.9pp |
| Annual return | 11.98% | 17.91%-5.9pp | 116.14%-104.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,032 | $3,367-69.4% | $3,171-67.5% | $2,726-62.2% |
| Participant deferral / active EE | $4,030 | $5,386-25.2% | $5,016-19.7% | $4,647-13.3% |
| Admin fee / account holder | $104 | $219-52.6% | $11,033-99.1% | $430-75.9% |