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 5-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: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $12,326 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $601 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $15,460 | $53,345-71.0% | $121,098-87.2% | $74,419-79.2% |
| Participation rate | 50.3% | 60.0%-9.7pp | 69.5%-19.2pp | 70.7%-20.4pp |
| Annual return | 19.60% | 35.15%-15.6pp | 985.75%-966.2pp | 34.38%-14.8pp |
| Employer contribution / active EE | $183 | $1,898-90.4% | $4,164-95.6% | $2,637-93.1% |
| Participant deferral / active EE | $1,457 | $3,221-54.8% | $4,080-64.3% | $4,528-67.8% |
| Admin fee / account holder | $51 | $382-86.6% | $5,644-99.1% | $348-85.2% |