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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,146 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,863 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 49 · EIN 13-3601506 4114 LEGATO RD · FAIRFAX, VA 22033 | Other Services | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,797 | $40,385+20.8% | $80,569-39.4% | $74,419-34.4% |
| Participation rate | 58.3% | 47.4%+10.9pp | 67.0%-8.7pp | 70.7%-12.5pp |
| Annual return | 23.08% | 164.85%-141.8pp | 935.43%-912.3pp | 34.38%-11.3pp |
| Employer contribution / active EE | $2,061 | $1,496+37.8% | $2,723-24.3% | $2,637-21.8% |
| Participant deferral / active EE | $5,769 | $2,674+115.7% | $4,447+29.7% | $4,528+27.4% |
| Admin fee / account holder | $66 | $720-90.8% | $5,377-98.8% | $348-80.9% |