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: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $12,644 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,600 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,992 |
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 | $119,675 | $87,870+36.2% | $113,168+5.7% | $74,304+61.1% |
| Participation rate | 51.2% | 70.7%-19.6pp | 76.6%-25.4pp | 60.3%-9.2pp |
| Annual return | 16.08% | 26.44%-10.4pp | 24.27%-8.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,209 | $2,277-46.9% | $2,975-59.3% | $2,241-46.0% |
| Participant deferral / active EE | $2,062 | $4,241-51.4% | $5,107-59.6% | $3,767-45.3% |
| Admin fee / account holder | $20 | $3,368-99.4% | $12,068-99.8% | $2,969-99.3% |