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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $874,725 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $359,106 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $335,262 |
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 | $69,166 | $42,127+64.2% | $84,966-18.6% | $106,382-35.0% |
| Participation rate | 54.2% | 36.6%+17.7pp | 67.5%-13.3pp | 69.9%-15.6pp |
| Annual return | 14.10% | 36.21%-22.1pp | 66.38%-52.3pp | 17.37%-3.3pp |
| Employer contribution / active EE | $2,114 | $825+156.2% | $2,727-22.5% | $3,364-37.2% |
| Participant deferral / active EE | $3,208 | $2,066+55.3% | $4,519-29.0% | $5,569-42.4% |
| Admin fee / account holder | $104 | $114-8.1% | $6,149-98.3% | $79+31.6% |