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 |
|---|---|---|
RSM US LLP1 year Service code 99 · EIN 11-1000111 | Other Fees | $3,558 |
MORNINGSTAR6+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,197 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,640 |
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 | $66,365 | $136,307-51.3% | $177,821-62.7% | $73,488-9.7% |
| Participation rate | 73.0% | 86.1%-13.1pp | 87.7%-14.7pp | 70.7%+2.3pp |
| Annual return | 14.39% | 18.68%-4.3pp | 48.32%-33.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $2,092 | $3,712-43.6% | $5,918-64.7% | $2,270-7.9% |
| Participant deferral / active EE | $6,212 | $5,829+6.6% | $7,714-19.5% | $3,740+66.1% |
| Admin fee / account holder | $280 | $596-52.9% | $12,427-97.7% | $513-45.4% |