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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $43 |
Filed as: VOYA LIFE INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,015 | $54,045-50.0% | $115,157-76.5% | $65,185-58.6% |
| Participation rate | 30.6% | 63.5%-33.0pp | 75.9%-45.3pp | 70.2%-39.6pp |
| Annual return | 21.15% | 26.55%-5.4pp | 35.60%-14.5pp | 29.38%-8.2pp |
| Employer contribution / active EE | $566 | $1,653-65.8% | $3,179-82.2% | $2,177-74.0% |
| Participant deferral / active EE | $1,339 | $2,504-46.5% | $4,168-67.9% | $3,514-61.9% |
| Admin fee / account holder | $34 | $626-94.5% | $7,088-99.5% | $847-95.9% |