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: CETERA ADVISOR NETWORKS Service code 99 · EIN 95-3845382 | Other Fees | $20,230 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS. & 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,404 | $63,114-31.2% | $92,893-53.3% | $65,185-33.4% |
| Participation rate | 29.4% | 68.8%-39.4pp | 76.0%-46.6pp | 70.2%-40.8pp |
| Annual return | 21.20% | 28.75%-7.6pp | 109.41%-88.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,206 | $2,571-53.1% | $3,653-67.0% | $2,177-44.6% |
| Participant deferral / active EE | $2,388 | $3,108-23.2% | $4,236-43.6% | $3,514-32.0% |
| Admin fee / account holder | $23 | $624-96.3% | $5,794-99.6% | $847-97.3% |