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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 · EIN 71-0294708 1 ORANGE WAY · WINDSOR, CT 060954774 | Advisory (Participants) | $25,678 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $8,932 |
Service code 49 | Other Services | $1,712 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,384 | $101,317-72.0% | $146,958-80.7% | $74,495-61.9% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.8pp | 67.2%+27.8pp |
| Annual return | 28.21% | 8730.91%-8702.7pp | 418.34%-390.1pp | 1364.94%-1336.7pp |
| Employer contribution / active EE | $1,727 | $3,810-54.7% | $4,933-65.0% | $2,623-34.2% |
| Participant deferral / active EE | $3,407 | $7,303-53.3% | $8,070-57.8% | $4,346-21.6% |
| Admin fee / account holder | $220 | $1,739-87.3% | $12,998-98.3% | $1,942-88.7% |