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 |
|---|---|---|
BENETECH, INC.5 years Filed as: BENETECH, INC Service code 49 · EIN 94-2269337 | Other Services | $19,983 |
PENSION ASSURANCE LLP3 years Service code 99 · EIN 30-0840934 | Other Fees | $12,000 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $9,000 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $9,000 |
MORNINGSTAR3 years Filed as: MORNING STAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,612 | $96,484+34.3% | $156,263-17.1% | $74,304+74.4% |
| Participation rate | 53.9% | 67.7%-13.7pp | 78.9%-25.0pp | 60.3%-6.4pp |
| Annual return | 16.35% | 17.73%-1.4pp | 59.47%-43.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $710 | $2,528-71.9% | $4,333-83.6% | $2,241-68.3% |
| Participant deferral / active EE | $3,550 | $4,286-17.2% | $6,158-42.4% | $3,767-5.8% |
| Admin fee / account holder | $117 | $3,728-96.9% | $14,255-99.2% | $2,969-96.1% |