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 Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $60 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,436 | $64,324-49.6% | $118,925-72.7% | $79,858-59.4% |
| Participation rate | 34.7% | 64.9%-30.1pp | 75.4%-40.6pp | 69.6%-34.9pp |
| Annual return | 18.73% | 86.45%-67.7pp | 35.88%-17.2pp | 31.71%-13.0pp |
| Employer contribution / active EE | $695 | $1,836-62.1% | $3,263-78.7% | $2,471-71.9% |
| Participant deferral / active EE | $1,592 | $2,824-43.6% | $4,265-62.7% | $3,740-57.4% |
| Admin fee / account holder | $13 | $4,040-99.7% | $6,581-99.8% | $5,306-99.8% |