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) | $49,821 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WARF, 4TH FLOOR · BALTIMORE, MD 212319907 | Advisory (Plan) | $43,016 |
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 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 | $44,635 | $65,118-31.5% | $76,768-41.9% | $55,725-19.9% |
| Participation rate | 54.2% | 79.6%-25.4pp | 77.0%-22.8pp | 70.9%-16.7pp |
| Annual return | -5.31% | -1.27%-4.0pp | 2.43%-7.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $441 | $1,941-77.3% | $2,485-82.2% | $2,078-78.8% |
| Participant deferral / active EE | $3,066 | $3,688-16.9% | $3,852-20.4% | $3,356-8.6% |
| Admin fee / account holder | $215 | $116+85.6% | $6,675-96.8% | $115+86.7% |