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 |
|---|---|---|
BARCLAY PLANNING GROUP1 year Service code 14 · EIN 38-3466149 | Plan Administrator | $21,306 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $19,313 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT ADVISER MNGM Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,207 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,999 | $115,444-78.3% | $65,493-61.8% | $102,872-75.7% |
| Participation rate | 99.9% | 71.2%+28.8pp | 73.1%+26.8pp | 73.0%+26.9pp |
| Annual return | 11.59% | 15.94%-4.3pp | 982.45%-970.9pp | 19.06%-7.5pp |
| Employer contribution / active EE | $1,649 | $3,409-51.6% | $2,574-36.0% | $3,526-53.3% |
| Participant deferral / active EE | $1,507 | $4,118-63.4% | $3,961-62.0% | $5,535-72.8% |
| Admin fee / account holder | $22 | $123-82.2% | $5,028-99.6% | $292-92.5% |