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 7-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 |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,099 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,099 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG-RYDING COMPANY Service code 49 · EIN 95-3497679 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,277 | $72,607-88.6% | $90,749-90.9% | $66,914-87.6% |
| Participation rate | 85.5% | 73.7%+11.8pp | 75.7%+9.8pp | 69.8%+15.7pp |
| Annual return | -17.77% | -12.28%-5.5pp | -12.16%-5.6pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,698 | $2,369+13.9% | $2,921-7.6% | $2,544+6.0% |
| Participant deferral / active EE | $636 | $3,977-84.0% | $4,564-86.1% | $4,237-85.0% |
| Admin fee / account holder | $34 | $707-95.2% | $8,445-99.6% | $593-94.2% |