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 INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14,127 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,127 |
RSM US LLP4 years Service code 99 · EIN 11-1000111 | Other Fees | $13,894 |
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 | $225,082 | $81,474+176.3% | $133,956+68.0% | $73,488+206.3% |
| Participation rate | 96.8% | 76.4%+20.4pp | 79.8%+16.9pp | 70.7%+26.1pp |
| Annual return | 14.94% | 19.40%-4.5pp | 45.09%-30.1pp | 28.51%-13.6pp |
| Employer contribution / active EE | $3,226 | $2,209+46.0% | $3,919-17.7% | $2,270+42.1% |
| Participant deferral / active EE | $7,844 | $3,786+107.2% | $5,048+55.4% | $3,740+109.8% |
| Admin fee / account holder | $173 | $713-75.8% | $8,927-98.1% | $513-66.4% |