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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,316 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-2094708 | Advisory (Participants) | $1,316 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,018 | $79,944-85.0% | $98,439-87.8% | $75,163-84.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 23.34% | 19.75%+3.6pp | 21.16%+2.2pp | 160.62%-137.3pp |
| Employer contribution / active EE | $2,673 | $2,264+18.1% | $3,048-12.3% | $2,670+0.1% |
| Participant deferral / active EE | $815 | $3,752-78.3% | $4,738-82.8% | $4,125-80.2% |
| Admin fee / account holder | $38 | $6,840-99.4% | $8,948-99.6% | $5,651-99.3% |