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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $805 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $805 |
HICKS PENSION SERVICES2 years Service code 49 · EIN 77-0155091 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,869 | $100,227-74.2% | $169,993-84.8% | $74,419-65.2% |
| Participation rate | 54.3% | 87.3%-33.0pp | 87.0%-32.7pp | 70.7%-16.4pp |
| Annual return | 29.73% | 66.08%-36.4pp | 53.37%-23.6pp | 34.38%-4.7pp |
| Employer contribution / active EE | $1,785 | $4,263-58.1% | $6,785-73.7% | $2,637-32.3% |
| Participant deferral / active EE | $3,594 | $7,143-49.7% | $10,408-65.5% | $4,528-20.6% |
| Admin fee / account holder | $31 | $234-86.6% | $12,815-99.8% | $348-91.0% |