Filed September 19, 2025
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 |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $656 |
Filed as: VOYA RETIREMENT INSUR AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $656 |
LIFESTYLE RETIREMENT COMPANY2 years Filed as: LIFESTYLE RETIREMENT CO Service code 13 · EIN 25-1867808 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,563 | $66,302-47.9% | $110,238-68.6% | $56,287-38.6% |
| Participation rate | 38.6% | 74.9%-36.3pp | 79.8%-41.2pp | 69.9%-31.2pp |
| Annual return | -6.63% | -1.18%-5.5pp | 314.74%-321.4pp | -9.96%+3.3pp |
| Employer contribution / active EE | $161 | $2,047-92.1% | $3,826-95.8% | $2,111-92.4% |
| Participant deferral / active EE | $1,183 | $3,381-65.0% | $4,672-74.7% | $3,350-64.7% |
| Admin fee / account holder | $29 | $698-95.9% | $8,547-99.7% | $521-94.5% |