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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $88 |
Filed as: VOYA LIFE INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $88 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,523 | $70,587-49.7% | $124,672-71.5% | $85,850-58.6% |
| Participation rate | 38.6% | 64.4%-25.8pp | 74.6%-36.0pp | 69.3%-30.7pp |
| Annual return | 10.63% | 20688.83%-20678.2pp | 5142.93%-5132.3pp | 318.53%-307.9pp |
| Employer contribution / active EE | $754 | $1,913-60.6% | $3,324-77.3% | $2,565-70.6% |
| Participant deferral / active EE | $1,641 | $2,969-44.7% | $4,614-64.4% | $3,952-58.5% |
| Admin fee / account holder | $23 | $5,282-99.6% | $7,493-99.7% | $6,260-99.6% |