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 Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $575 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $575 |
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 | $29,296 | $75,388-61.1% | $123,544-76.3% | $55,725-47.4% |
| Participation rate | 76.7% | 75.7%+1.1pp | 82.3%-5.6pp | 70.9%+5.9pp |
| Annual return | 3.16% | 4.48%-1.3pp | 119.20%-116.0pp | 244.93%-241.8pp |
| Employer contribution / active EE | $3,135 | $3,063+2.3% | $4,628-32.3% | $2,078+50.9% |
| Participant deferral / active EE | $7,217 | $5,651+27.7% | $6,426+12.3% | $3,356+115.1% |
| Admin fee / account holder | $14 | $120-88.4% | $9,284-99.9% | $115-88.0% |