See peer percentile detail. $4.99 for your first month.
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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 Service code 26 · EIN 36-3297908 | Advisory (Participants) | $26,034 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $21,173 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MNGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,498 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,478 | $96,458-43.5% | $136,294-60.0% | $77,958-30.1% |
| Participation rate | 63.3% | 75.4%-12.0pp | 81.9%-18.6pp | 71.6%-8.3pp |
| Annual return | 38.86% | 23.78%+15.1pp | 5155.94%-5117.1pp | 20.87%+18.0pp |
| Employer contribution / active EE | $1,465 | $3,144-53.4% | $4,695-68.8% | $2,310-36.6% |
| Participant deferral / active EE | $3,053 | $5,902-48.3% | $6,247-51.1% | $3,537-13.7% |
| Admin fee / account holder | $54 | $80-32.3% | $9,243-99.4% | $97-44.1% |