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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $847 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $847 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC Service code 49 PO BOX 745680 · ATLANTA, GA 30374 | Other Services | $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 | $47,439 | $30,555+55.3% | $80,716-41.2% | $86,799-45.3% |
| Participation rate | 16.5% | 37.2%-20.7pp | 54.2%-37.6pp | 72.3%-55.7pp |
| Annual return | 14.38% | 30.35%-16.0pp | 87.28%-72.9pp | 97.91%-83.5pp |
| Employer contribution / active EE | $419 | $472-11.3% | $1,160-63.9% | $2,405-82.6% |
| Participant deferral / active EE | $975 | $1,050-7.1% | $2,146-54.5% | $4,131-76.4% |
| Admin fee / account holder | $31 | $135-76.9% | $3,380-99.1% | $170-81.5% |