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 MANGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE CO. Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,742 | $33,067+5.1% | $76,523-54.6% | $56,287-38.3% |
| Participation rate | 46.0% | 55.4%-9.4pp | 68.0%-22.0pp | 69.9%-23.9pp |
| Annual return | 0.58% | 2.72%-2.1pp | -0.27%+0.8pp | -9.96%+10.5pp |
| Employer contribution / active EE | $5 | $1,200-99.6% | $2,647-99.8% | $2,111-99.8% |
| Participant deferral / active EE | $4,396 | $2,240+96.3% | $3,835+14.6% | $3,350+31.2% |
| Admin fee / account holder | $50 | $537-90.7% | $4,848-99.0% | $521-90.4% |