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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $2,585 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 49 · EIN 39-1884254 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $56,246 | $65,061-13.5% | $143,757-60.9% | $66,914-15.9% |
| Participation rate | 58.3% | 65.2%-6.8pp | 80.3%-22.0pp | 69.8%-11.5pp |
| Annual return | -12.98% | -11.14%-1.8pp | -0.04%-12.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,398 | $2,361-40.8% | $4,951-71.8% | $2,544-45.0% |
| Participant deferral / active EE | $3,257 | $2,919+11.6% | $5,637-42.2% | $4,237-23.1% |
| Admin fee / account holder | $229 | $502-54.4% | $14,673-98.4% | $593-61.5% |