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 |
|---|---|---|
MORNINGSTAR2 years 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,081 | $38,365-13.8% | $84,611-60.9% | $65,185-49.3% |
| Participation rate | 67.7% | 55.7%+12.0pp | 68.2%-0.6pp | 70.2%-2.5pp |
| Annual return | 26.30% | 32.00%-5.7pp | 258.74%-232.4pp | 29.38%-3.1pp |
| Employer contribution / active EE | $1,719 | $1,258+36.6% | $2,652-35.2% | $2,177-21.0% |
| Participant deferral / active EE | $5,621 | $2,278+146.7% | $3,899+44.2% | $3,514+60.0% |
| Admin fee / account holder | $37 | $451-91.8% | $4,912-99.2% | $847-95.6% |