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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,418 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $975 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN CONCEPTS AND SRVCS Service code 99 · EIN 35-2091834 | Other Fees | $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 | $27,588 | $39,819-30.7% | $67,834-59.3% | $57,658-52.2% |
| Participation rate | 69.8% | 61.2%+8.6pp | 68.8%+1.0pp | 70.2%-0.4pp |
| Annual return | 8.69% | 9.19%-0.5pp | 138.47%-129.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $334 | $1,277-73.8% | $2,403-86.1% | $1,974-83.1% |
| Participant deferral / active EE | $1,756 | $2,209-20.5% | $3,160-44.4% | $3,061-42.6% |
| Admin fee / account holder | $72 | $84-13.8% | $4,622-98.4% | $95-23.7% |