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 |
|---|---|---|
Service code 99 · EIN 47-1411118 5100 POPLAR AVE #2123 · MEMPHIS, TN 38137 | Other Fees | $16,025 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,184 |
DCS RETIRE, INC.1 year Service code 49 1780 FERNCREEK DR · ST AUGUSTINE, FL 32092 | Other Services | $4,222 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $802 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 ONE ORANGE WAY · WINDSOR, CT 06095 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,387 | $79,171+4.1% | $102,423-19.6% | $74,495+10.6% |
| Participation rate | 49.6% | 74.8%-25.2pp | 76.5%-26.9pp | 67.2%-17.6pp |
| Annual return | 12.63% | 54.93%-42.3pp | 29.32%-16.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $73 | $2,362-96.9% | $3,023-97.6% | $2,623-97.2% |
| Participant deferral / active EE | $3,191 | $4,415-27.7% | $5,053-36.8% | $4,346-26.6% |
| Admin fee / account holder | $162 | $2,001-91.9% | $9,451-98.3% | $1,942-91.7% |