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 |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS Service code 99 · EIN 41-0945505 | Other Fees | $17,954 |
Service code 99 · EIN 82-3334300 | Other Fees | $4,489 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,843 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $135 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $159,700 | $76,367+109.1% | $93,606+70.6% | $72,985+118.8% |
| Participation rate | 72.0% | 71.7%+0.3pp | 75.8%-3.8pp | 69.5%+2.6pp |
| Annual return | 22.84% | 25.82%-3.0pp | 32.76%-9.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,507 | $2,275+54.1% | $2,718+29.0% | $2,440+43.7% |
| Participant deferral / active EE | $7,509 | $3,538+112.2% | $4,069+84.6% | $3,607+108.2% |
| Admin fee / account holder | $345 | $6,838-95.0% | $7,888-95.6% | $5,124-93.3% |