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 |
|---|---|---|
BARCLAY PLANNING GROUP9+ years Filed as: BARCLAY PLANNING GROUP, LLC Service code 14 · EIN 38-3466149 | Plan Administrator | $76,270 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,261 |
MORNINGSTAR8 years Service code 27 | Advisory (Plan) | $4,687 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,522 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,522 |
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.
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 | $28,800 | $113,293-74.6% | $67,502-57.3% | $199,593-85.6% |
| Participation rate | 65.3% | 73.3%-8.0pp | 72.9%-7.5pp | 72.0%-6.6pp |
| Annual return | 14.56% | 15.88%-1.3pp | 3512.12%-3497.6pp | 34.25%-19.7pp |
| Employer contribution / active EE | $1,787 | $3,401-47.5% | $2,731-34.6% | $3,034-41.1% |
| Participant deferral / active EE | $1,771 | $4,159-57.4% | $4,000-55.7% | $5,087-65.2% |
| Admin fee / account holder | $23 | $103-77.4% | $3,998-99.4% | $269-91.4% |