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 RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $183 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $146 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,678 | $80,753-62.0% | $136,294-77.5% | $62,292-50.8% |
| Participation rate | 78.5% | 73.5%+4.9pp | 81.9%-3.5pp | 69.5%+8.9pp |
| Annual return | 45.19% | 35.83%+9.4pp | 5155.94%-5110.8pp | 28.90%+16.3pp |
| Employer contribution / active EE | $2,978 | $2,884+3.3% | $4,695-36.6% | $2,042+45.8% |
| Participant deferral / active EE | $6,548 | $5,164+26.8% | $6,247+4.8% | $3,169+106.6% |
| Admin fee / account holder | $11 | $525-97.8% | $9,243-99.9% | $479-97.6% |