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 |
|---|---|---|
MORNINGSTAR6+ years Service code 26 · EIN 36-4317381 22 W WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $1,685 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $1,685 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,569 | $52,293-60.7% | $178,490-88.5% | $73,409-72.0% |
| Participation rate | 40.2% | 65.3%-25.2pp | 81.9%-41.8pp | 72.2%-32.0pp |
| Annual return | 10.89% | 34.75%-23.9pp | 151.07%-140.2pp | 59.29%-48.4pp |
| Employer contribution / active EE | $299 | $1,735-82.8% | $5,011-94.0% | $2,234-86.6% |
| Participant deferral / active EE | $1,587 | $2,332-32.0% | $5,202-69.5% | $3,805-58.3% |
| Admin fee / account holder | $255 | $127+100.0% | $13,984-98.2% | $158+61.3% |