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 |
|---|---|---|
CERTIFIED FINANCIAL GROUP2 years Service code 99 · EIN 33-0128386 | Other Fees | $16,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,611 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,464 |
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 | $53,966 | $66,310-18.6% | $93,606-42.3% | $65,185-17.2% |
| Participation rate | 81.8% | 74.0%+7.8pp | 75.8%+6.0pp | 70.2%+11.6pp |
| Annual return | 26.04% | 42.58%-16.5pp | 32.76%-6.7pp | 29.38%-3.3pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,267 | $3,342+27.7% | $4,069+4.9% | $3,514+21.4% |
| Admin fee / account holder | $293 | $6,897-95.8% | $7,888-96.3% | $847-65.5% |