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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3298733 | Advisory (Participants) | $1,438 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,438 |
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).
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 | $7,403 | $63,924-88.4% | $108,579-93.2% | $55,167-86.6% |
| Participation rate | 43.4% | 74.3%-31.0pp | 79.6%-36.2pp | 69.0%-25.6pp |
| Annual return | 12.62% | 15.31%-2.7pp | -51.70%+64.3pp | 169.23%-156.6pp |
| Employer contribution / active EE | $847 | $1,879-54.9% | $3,758-77.5% | $1,963-56.9% |
| Participant deferral / active EE | $1,350 | $3,067-56.0% | $4,311-68.7% | $3,054-55.8% |
| Admin fee / account holder | $23 | $618-96.2% | $7,645-99.7% | $504-95.4% |