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 & ANNTY Service code 26 · EIN 71-0294735 | Advisory (Participants) | $2,628 |
MORNINGSTAR3+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,210 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES 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 | $32,117 | $44,059-27.1% | $71,671-55.2% | $69,631-53.9% |
| Participation rate | 69.5% | 60.8%+8.7pp | 68.7%+0.7pp | 70.7%-1.2pp |
| Annual return | 16.42% | 21.97%-5.5pp | 20.65%-4.2pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $334 | $1,305-74.4% | $2,460-86.4% | $2,032-83.5% |
| Participant deferral / active EE | $1,746 | $2,370-26.3% | $3,438-49.2% | $3,224-45.8% |
| Admin fee / account holder | $98 | $108-9.0% | $5,558-98.2% | $110-11.2% |