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 |
|---|---|---|
Service code 15 · EIN 31-1299207 | Recordkeeping | $0 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 99 · EIN 51-0116113 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,744 | $66,601-62.8% | $92,893-73.4% | $67,579-63.4% |
| Participation rate | 53.7% | 72.5%-18.8pp | 76.0%-22.3pp | 71.3%-17.6pp |
| Annual return | 18.02% | 92.58%-74.6pp | 109.41%-91.4pp | 378.56%-360.5pp |
| Employer contribution / active EE | $153 | $2,775-94.5% | $3,653-95.8% | $2,148-92.9% |
| Participant deferral / active EE | $1,383 | $3,157-56.2% | $4,236-67.3% | $3,539-60.9% |
| Admin fee / account holder | $100 | $199-49.9% | $5,794-98.3% | $142-29.9% |