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 |
|---|---|---|
PETTINGA FINANCIAL ADVISORS, LLC7+ years Service code 99 · EIN 27-4279360 | Other Fees | $14,292 |
Filed as: VOYA Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,500 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $74,196 | $82,274-9.8% | $152,466-51.3% | $79,386-6.5% |
| Participation rate | 27.7% | 76.4%-48.8pp | 78.2%-50.5pp | 70.7%-43.0pp |
| Annual return | 15.06% | 7959.84%-7944.8pp | 757.33%-742.3pp | 116.85%-101.8pp |
| Employer contribution / active EE | $581 | $3,613-83.9% | $4,327-86.6% | $2,427-76.0% |
| Participant deferral / active EE | $1,152 | $4,969-76.8% | $5,820-80.2% | $4,046-71.5% |
| Admin fee / account holder | $288 | $632-54.5% | $15,805-98.2% | $626-54.1% |