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 INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $27 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,007 | $89,652-48.7% | $141,162-67.4% | $65,185-29.4% |
| Participation rate | 74.1% | 74.7%-0.6pp | 82.5%-8.4pp | 70.2%+3.9pp |
| Annual return | 21.32% | 32.79%-11.5pp | 71.39%-50.1pp | 29.38%-8.1pp |
| Employer contribution / active EE | $479 | $3,065-84.4% | $4,735-89.9% | $2,177-78.0% |
| Participant deferral / active EE | $3,201 | $5,691-43.8% | $6,709-52.3% | $3,514-8.9% |
| Admin fee / account holder | $12 | $569-98.0% | $10,261-99.9% | $847-98.6% |