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 36-4317381 | Advisory (Participants) | $1,704 |
Filed as: VOYA RETIREMENT INSURANCE CO. Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $1,704 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,099 | $43,133-0.1% | $89,391-51.8% | $73,488-41.4% |
| Participation rate | 63.4% | 55.0%+8.4pp | 68.0%-4.6pp | 70.7%-7.3pp |
| Annual return | 29.64% | 135.66%-106.0pp | 245.62%-216.0pp | 28.51%+1.1pp |
| Employer contribution / active EE | $1,173 | $1,438-18.4% | $2,586-54.6% | $2,270-48.3% |
| Participant deferral / active EE | $5,407 | $2,445+121.2% | $3,890+39.0% | $3,740+44.6% |
| Admin fee / account holder | $53 | $444-88.0% | $4,881-98.9% | $513-89.7% |