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, LLC8+ years Service code 99 · EIN 27-4279360 | Other Fees | $11,499 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $428 |
Filed as: VOYA Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $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 | $62,474 | $76,912-18.8% | $129,110-51.6% | $68,494-8.8% |
| Participation rate | 43.2% | 69.1%-25.9pp | 77.3%-34.0pp | 67.9%-24.6pp |
| Annual return | -14.51% | -9.78%-4.7pp | -10.94%-3.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,110 | $3,243-65.8% | $5,052-78.0% | $2,596-57.2% |
| Participant deferral / active EE | $2,242 | $4,732-52.6% | $6,542-65.7% | $4,027-44.3% |
| Admin fee / account holder | $291 | $6,638-95.6% | $14,302-98.0% | $5,403-94.6% |