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 02-0488491 | Advisory (Participants) | $36,634 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 · EIN 71-0294708 | Other Services | $6,376 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,855 | $54,193-50.4% | $93,606-71.3% | $77,643-65.4% |
| Participation rate | 55.3% | 63.9%-8.6pp | 68.7%-13.4pp | 70.6%-15.3pp |
| Annual return | 14.45% | 30.54%-16.1pp | 133.20%-118.8pp | 31.24%-16.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,429 | $3,144-22.7% | $4,411-44.9% | $4,647-47.7% |
| Admin fee / account holder | $72 | $576-87.5% | $8,285-99.1% | $430-83.3% |