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 |
|---|---|---|
MORNINGSTAR4+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $15,740 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,740 |
RSM US LLP2 years Service code 99 · EIN 42-0714325 | Other Fees | $15,000 |
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 | $166,732 | $66,302+151.5% | $110,238+51.2% | $56,287+196.2% |
| Participation rate | 93.2% | 74.9%+18.3pp | 79.8%+13.4pp | 69.9%+23.4pp |
| Annual return | -3.06% | -1.18%-1.9pp | 314.74%-317.8pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,119 | $2,047+3.5% | $3,826-44.6% | $2,111+0.4% |
| Participant deferral / active EE | $6,400 | $3,381+89.3% | $4,672+37.0% | $3,350+91.1% |
| Admin fee / account holder | $108 | $698-84.6% | $8,547-98.7% | $521-79.3% |