See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $258 |
Filed as: VOYA RETIREMENT INSURANCE COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $29,400 | $65,376-55.0% | $87,100-66.2% | $65,185-54.9% |
| Participation rate | 92.2% | 75.3%+16.9pp | 76.9%+15.4pp | 70.2%+22.0pp |
| Annual return | 21.82% | 31.27%-9.4pp | 28.19%-6.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,100 | $1,822-39.6% | $2,521-56.4% | $2,177-49.4% |
| Participant deferral / active EE | $3,206 | $3,388-5.4% | $4,049-20.8% | $3,514-8.8% |
| Admin fee / account holder | $25 | $520-95.2% | $7,497-99.7% | $847-97.1% |