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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $163 |
Filed as: VOYA RETIREMENT INSURANCE COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,349 | $99,957-33.6% | $149,696-55.7% | $73,488-9.7% |
| Participation rate | 39.0% | 75.7%-36.7pp | 82.5%-43.5pp | 70.7%-31.7pp |
| Annual return | 24.92% | 53.87%-29.0pp | 276.60%-251.7pp | 28.51%-3.6pp |
| Employer contribution / active EE | $1,341 | $3,191-58.0% | $4,644-71.1% | $2,270-40.9% |
| Participant deferral / active EE | $2,620 | $6,073-56.9% | $6,842-61.7% | $3,740-29.9% |
| Admin fee / account holder | $44 | $551-92.0% | $9,309-99.5% | $513-91.4% |