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 |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS Service code 99 · EIN 41-0945505 | Other Fees | $4,472 |
Service code 99 · EIN 82-3334300 | Other Fees | $1,639 |
MORNINGSTAR1 year Service code 26 | Advisory (Participants) | $775 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $188 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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.
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 | $40,155 | $66,310-39.4% | $93,606-57.1% | $65,185-38.4% |
| Participation rate | 64.7% | 74.0%-9.3pp | 75.8%-11.1pp | 70.2%-5.5pp |
| Annual return | 17.53% | 42.58%-25.1pp | 32.76%-15.2pp | 29.38%-11.9pp |
| Employer contribution / active EE | $613 | $2,012-69.5% | $2,718-77.4% | $2,177-71.8% |
| Participant deferral / active EE | $2,180 | $3,342-34.8% | $4,069-46.4% | $3,514-37.9% |
| Admin fee / account holder | $132 | $6,897-98.1% | $7,888-98.3% | $847-84.4% |