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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INV MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,068 |
Filed as: ABACUS BENEFIT CONSULTANTS, INC. Service code 17 · EIN 05-0460654 | Pension Consulting | $5,925 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $294,536 | $69,362+324.6% | $101,248+190.9% | $73,488+300.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 10.64% | 18.46%-7.8pp | 46.47%-35.8pp | 28.51%-17.9pp |
| Employer contribution / active EE | $11,128 | $2,628+323.4% | $3,660+204.1% | $2,270+390.2% |
| Participant deferral / active EE | $10,834 | $3,300+228.3% | $4,370+147.9% | $3,740+189.7% |
| Admin fee / account holder | $161 | $704-77.2% | $5,945-97.3% | $513-68.7% |