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 Service code 27 · EIN 36-4317381 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $71 |
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $71 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,883 | $58,879-45.8% | $178,490-82.1% | $73,488-56.6% |
| Participation rate | 34.3% | 66.2%-31.9pp | 81.9%-47.6pp | 70.7%-36.4pp |
| Annual return | 2.00% | 24.86%-22.9pp | 151.07%-149.1pp | 28.51%-26.5pp |
| Employer contribution / active EE | $681 | $2,236-69.5% | $5,011-86.4% | $2,270-70.0% |
| Participant deferral / active EE | $1,397 | $2,567-45.6% | $5,202-73.2% | $3,740-62.7% |
| Admin fee / account holder | $37 | $400-90.7% | $13,984-99.7% | $513-92.8% |