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 ADVISORS, LLC Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,883 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $0 |
OPEN ACQ LLC4 years Service code 49 · EIN 26-1766327 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $164,401 | $73,360+124.1% | $177,989-7.6% | $74,495+120.7% |
| Participation rate | 68.4% | 66.6%+1.8pp | 77.1%-8.7pp | 67.2%+1.2pp |
| Annual return | 12.89% | 17.49%-4.6pp | 294.48%-281.6pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $981 | $2,216-55.7% | $3,949-75.1% | $2,623-62.6% |
| Participant deferral / active EE | $6,880 | $4,513+52.4% | $6,276+9.6% | $4,346+58.3% |
| Admin fee / account holder | $53 | $1,808-97.1% | $10,363-99.5% | $1,942-97.3% |