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 27 | Advisory (Plan) | $5,247 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,300 |
MORNINGSTAR1+ years Filed as: MORINGSTAR Service code 26 · EIN 36-3297908 | Advisory (Participants) | $13 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $179,008 | $54,320+229.5% | $67,652+164.6% | $52,331+242.1% |
| Participation rate | 92.7% | 73.6%+19.1pp | 75.7%+17.0pp | 68.1%+24.6pp |
| Annual return | 1.14% | 6.81%-5.7pp | 6625.04%-6623.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $2,296 | $1,544+48.7% | $2,266+1.4% | $1,882+22.0% |
| Participant deferral / active EE | $4,774 | $2,950+61.8% | $3,560+34.1% | $3,022+58.0% |
| Admin fee / account holder | $12 | $527-97.8% | $4,821-99.8% | $592-98.0% |