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: RETIREMENT PLAN CONCEPTS & SERVICES Service code 99 · EIN 35-2091834 | Other Fees | $6,121 |
MORNINGSTAR4+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,763 |
Filed as: VOYA RETIREMENT INSURANCE & ANNTY Service code 26 · EIN 71-0294735 | Advisory (Participants) | $2,763 |
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 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 | $29,090 | $41,467-29.8% | $67,313-56.8% | $55,725-47.8% |
| Participation rate | 69.5% | 62.5%+7.0pp | 69.1%+0.5pp | 70.9%-1.3pp |
| Annual return | -7.41% | 0.82%-8.2pp | -4.08%-3.3pp | 244.93%-252.3pp |
| Employer contribution / active EE | $349 | $1,316-73.5% | $2,566-86.4% | $2,078-83.2% |
| Participant deferral / active EE | $1,807 | $2,399-24.7% | $3,568-49.4% | $3,356-46.2% |
| Admin fee / account holder | $91 | $102-11.2% | $4,507-98.0% | $115-21.3% |