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 |
|---|---|---|
RETIREMENT BENEFIT SOLUTIONS6 years Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 49 | Other Services | $2,139 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $209 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,638 | $95,416-93.0% | $185,823-96.4% | $85,850-92.3% |
| Participation rate | 39.5% | 68.8%-29.3pp | 81.7%-42.2pp | 69.3%-29.8pp |
| Annual return | 14.90% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,837 | $3,314-44.6% | $5,167-64.4% | $2,565-28.4% |
| Participant deferral / active EE | $5,520 | $3,423+61.2% | $5,568-0.9% | $3,952+39.7% |
| Admin fee / account holder | $31 | $7,213-99.6% | $16,237-99.8% | $6,260-99.5% |