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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,553 |
Filed as: VOYA RETIREMENT INSURANCE CO. Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $3,553 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 49 · EIN 13-3601506 | Other Services | $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 | $39,144 | $34,677+12.9% | $77,024-49.2% | $64,808-39.6% |
| Participation rate | 65.2% | 49.8%+15.4pp | 67.9%-2.7pp | 71.5%-6.2pp |
| Annual return | -13.57% | -5.33%-8.2pp | 42.32%-55.9pp | 32.82%-46.4pp |
| Employer contribution / active EE | $2,436 | $1,370+77.8% | $2,812-13.4% | $2,506-2.8% |
| Participant deferral / active EE | $6,325 | $2,556+147.4% | $4,426+42.9% | $4,310+46.7% |
| Admin fee / account holder | $54 | $179-69.9% | $5,425-99.0% | $188-71.4% |