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+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,751 |
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 99 · EIN 42-0714325 | Other Fees | $5,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,046 |
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 | $102,141 | $48,313+111.4% | $73,307+39.3% | $52,331+95.2% |
| Participation rate | 82.5% | 68.6%+13.9pp | 74.9%+7.6pp | 68.1%+14.4pp |
| Annual return | 0.44% | 3.85%-3.4pp | 5.67%-5.2pp | 4.54%-4.1pp |
| Employer contribution / active EE | $2,031 | $1,661+22.3% | $3,237-37.3% | $1,882+7.9% |
| Participant deferral / active EE | $6,417 | $4,189+53.2% | $4,991+28.6% | $3,022+112.3% |
| Admin fee / account holder | $14 | $404-96.5% | $5,637-99.7% | $592-97.6% |