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 |
|---|---|---|
THE LEADERS GROUP INC1 year Service code 55 26 W DRY CREEK CIR STE 800 · LITTLETON, CO 80120 | Other Commissions | $19,314 |
MORNINGSTAR7+ years Service code 26 · EIN 36-4317381 22 W WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $1,272 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $1,272 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $703 |
WIRTH ROBERT E1 year Service code 49 16051 ADDISON ROAD SUITE 310 · ADDISON, TX 75001 | Other Services | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,981 | $61,156-62.4% | $185,823-87.6% | $79,386-71.1% |
| Participation rate | 45.2% | 66.6%-21.4pp | 81.7%-36.5pp | 70.7%-25.5pp |
| Annual return | 13.68% | 19.45%-5.8pp | 122.05%-108.4pp | 116.85%-103.2pp |
| Employer contribution / active EE | $322 | $2,321-86.1% | $5,167-93.8% | $2,427-86.7% |
| Participant deferral / active EE | $1,929 | $2,789-30.8% | $5,568-65.4% | $4,046-52.3% |
| Admin fee / account holder | $273 | $710-61.5% | $16,237-98.3% | $626-56.4% |