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) | $13 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $57,625 | $73,638-21.7% | $95,952-39.9% | $73,488-21.6% |
| Participation rate | 32.8% | 76.2%-43.4pp | 77.1%-44.3pp | 70.7%-37.9pp |
| Annual return | 15.96% | 16.78%-0.8pp | 91.61%-75.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $850 | $1,863-54.4% | $2,541-66.6% | $2,270-62.6% |
| Participant deferral / active EE | $1,484 | $3,617-59.0% | $4,167-64.4% | $3,740-60.3% |
| Admin fee / account holder | $19 | $482-96.0% | $6,795-99.7% | $513-96.2% |