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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $44 |
Filed as: VOYA RET.INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $44 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,247 | $28,109-60.0% | $71,086-84.2% | $56,287-80.0% |
| Participation rate | 33.5% | 40.4%-6.9pp | 54.7%-21.2pp | 69.9%-36.4pp |
| Annual return | -11.05% | -615.05%+604.0pp | 650.59%-661.6pp | -9.96%-1.1pp |
| Employer contribution / active EE | $747 | $558+33.9% | $1,088-31.4% | $2,111-64.6% |
| Participant deferral / active EE | $1,271 | $1,116+13.9% | $1,874-32.2% | $3,350-62.1% |
| Admin fee / account holder | $11 | $585-98.1% | $3,082-99.6% | $521-97.8% |