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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,280 |
Filed as: VOYA RETIREMENT INSUR AND ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,407 |
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 | $20,811 | $56,485-63.2% | $185,823-88.8% | $86,799-76.0% |
| Participation rate | 58.1% | 65.5%-7.4pp | 81.7%-23.6pp | 72.3%-14.2pp |
| Annual return | 12.98% | 118.04%-105.1pp | 122.05%-109.1pp | 97.91%-84.9pp |
| Employer contribution / active EE | $884 | $1,843-52.0% | $5,167-82.9% | $2,405-63.2% |
| Participant deferral / active EE | $1,418 | $2,553-44.5% | $5,568-74.5% | $4,131-65.7% |
| Admin fee / account holder | $140 | $150-6.5% | $16,237-99.1% | $170-17.5% |