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 6-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 |
|---|---|---|
NATIONAL ADMINISTRATION, INC.4+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952 | Recordkeeping | $1,350 |
Filed as: NATIONAL ADMINISTRATION INC Service code 49 | Other Services | $1,314 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $770 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,857 | $56,357-50.6% | $104,294-73.3% | $68,494-59.3% |
| Participation rate | 58.6% | 63.3%-4.6pp | 73.3%-14.6pp | 67.9%-9.3pp |
| Annual return | -15.05% | -9.19%-5.9pp | 24.61%-39.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $876 | $1,960-55.3% | $3,372-74.0% | $2,596-66.3% |
| Participant deferral / active EE | $1,713 | $3,077-44.3% | $4,625-63.0% | $4,027-57.5% |
| Admin fee / account holder | $23 | $4,903-99.5% | $7,339-99.7% | $5,403-99.6% |