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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,746 |
Filed as: VOYA RETIREMENT INSUR AND ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,925 | $62,928-74.7% | $172,739-90.8% | $67,579-76.4% |
| Participation rate | 52.8% | 64.5%-11.7pp | 82.6%-29.9pp | 71.3%-18.5pp |
| Annual return | 17.50% | 30.36%-12.9pp | 802.84%-785.3pp | 378.56%-361.1pp |
| Employer contribution / active EE | $708 | $1,636-56.8% | $5,143-86.2% | $2,148-67.1% |
| Participant deferral / active EE | $995 | $2,145-53.6% | $5,198-80.9% | $3,539-71.9% |
| Admin fee / account holder | $81 | $167-51.2% | $13,954-99.4% | $142-42.9% |