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 Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 64 · EIN 36-4317381 | Recordkeeping Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $98,192 | $96,018+2.3% | $65,493+49.9% | $85,563+14.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 73.1%+26.9pp | 66.0%+34.0pp |
| Annual return | 9.85% | 14.51%-4.7pp | 982.45%-972.6pp | 31.51%-21.7pp |
| Employer contribution / active EE | $898 | $3,235-72.3% | $2,574-65.1% | $2,654-66.2% |
| Participant deferral / active EE | $2,202 | $4,055-45.7% | $3,961-44.4% | $4,375-49.7% |
| Admin fee / account holder | $337 | $271+24.4% | $5,028-93.3% | $834-59.6% |