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 7-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 Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA FINANCIAL ADVISORS, INC Service code 99 · EIN 41-0945505 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,509 | $78,781-86.7% | $100,516-89.5% | $73,409-85.7% |
| Participation rate | 52.3% | 80.0%-27.8pp | 79.4%-27.1pp | 72.2%-19.9pp |
| Annual return | 58.69% | 31.69%+27.0pp | 30.89%+27.8pp | 59.29%-0.6pp |
| Employer contribution / active EE | $549 | $2,420-77.3% | $3,418-83.9% | $2,234-75.4% |
| Participant deferral / active EE | $2,378 | $6,537-63.6% | $6,270-62.1% | $3,805-37.5% |
| Admin fee / account holder | $24 | $145-83.8% | $8,081-99.7% | $158-85.1% |