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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $2,401 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,372 | $100,801-37.1% | $149,696-57.7% | $73,409-13.7% |
| Participation rate | 76.0% | 77.7%-1.7pp | 82.5%-6.5pp | 72.2%+3.8pp |
| Annual return | 30.63% | 265.34%-234.7pp | 276.60%-246.0pp | 59.29%-28.7pp |
| Employer contribution / active EE | $3,754 | $3,312+13.4% | $4,644-19.2% | $2,234+68.1% |
| Participant deferral / active EE | $9,624 | $6,404+50.3% | $6,842+40.7% | $3,805+152.9% |
| Admin fee / account holder | $34 | $181-80.9% | $9,309-99.6% | $158-78.2% |