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 |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $600 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,269 | $55,002-15.9% | $59,878-22.7% | $56,287-17.8% |
| Participation rate | 75.2% | 75.9%-0.7pp | 74.7%+0.5pp | 69.9%+5.3pp |
| Annual return | 6.98% | 1.13%+5.8pp | 3.46%+3.5pp | -9.96%+16.9pp |
| Employer contribution / active EE | $6,550 | $2,448+167.6% | $2,722+140.6% | $2,111+210.3% |
| Participant deferral / active EE | $2,167 | $3,121-30.6% | $3,402-36.3% | $3,350-35.3% |
| Admin fee / account holder | $24 | $236-89.8% | $3,590-99.3% | $521-95.4% |