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 |
|---|---|---|
MAXUS PLAN SOLUTIONS2 years Service code 49 · EIN 45-4012897 15720 BRIXHAM HILL AVE STE 300 · CHARLOTTE, NC 28277 | Other Services | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR FINANCIAL Service code 27 · EIN 36-3297908 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,255 | $50,199-31.8% | $70,092-51.1% | $66,914-48.8% |
| Participation rate | 61.8% | 66.3%-4.5pp | 70.5%-8.7pp | 69.8%-8.0pp |
| Annual return | -15.53% | -13.85%-1.7pp | 190.73%-206.3pp | 1.58%-17.1pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,276 | $3,112-59.0% | $3,849-66.8% | $4,237-69.9% |
| Admin fee / account holder | $122 | $600-79.7% | $6,267-98.1% | $593-79.5% |