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 |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 35 · EIN 04-3516284 | Employee (plan sponsor); Recordkeepin... | $254,598 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,353 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $16,607 |
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,360 | $52,346-68.7% | $143,757-88.6% | $78,044-79.0% |
| Participation rate | 83.4% | 72.7%+10.7pp | 80.3%+3.1pp | 74.4%+9.0pp |
| Annual return | -5.43% | -14.19%+8.8pp | -0.04%-5.4pp | 10.87%-16.3pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,951-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $2,638 | $3,800-30.6% | $5,637-53.2% | $5,084-48.1% |
| Admin fee / account holder | $106 | $63+67.7% | $14,673-99.3% | $79+34.8% |