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: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $49,118 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,985 |
FARMERS TRUST COMPANY1 year Filed as: FARMERS TRUST COMPANY DBA NATIONAL Service code 49 | Other Services | $2,758 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $27,243-100.0% | $52,425-100.0% | $79,634-100.0% |
| Participation rate | 0.0% | 22.4%-22.4pp | 55.6%-55.6pp | 62.5%-62.5pp |
| Annual return | 13.60% | 63.36%-49.8pp | 302.12%-288.5pp | 36.46%-22.9pp |
| Employer contribution / active EE | $252 | $319-21.0% | $914-72.4% | $2,529-90.0% |
| Participant deferral / active EE | $1,301 | $636+104.8% | $1,790-27.3% | $3,835-66.1% |
| Admin fee / account holder | $0 | $2,105-100.0% | $2,495-100.0% | $1,002-100.0% |