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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $53,011 |
Filed as: FUTURE PLANNING ASSOCIATES Service code 99 · EIN 03-0271340 | Other Fees | $9,739 |
Filed as: TRG RETIREMENT PLAN CONSULTANTS Service code 99 · EIN 11-1000111 | Other Fees | $6,516 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $211 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,187 | $47,126-6.2% | $149,673-70.5% | $74,419-40.6% |
| Participation rate | 96.2% | 63.4%+32.8pp | 78.8%+17.4pp | 70.7%+25.5pp |
| Annual return | 12.79% | 22.75%-10.0pp | 134.42%-121.6pp | 34.38%-21.6pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $86 | $343-74.8% | $13,210-99.3% | $348-75.2% |