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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,151 |
Filed as: VOYA RET INSURANCE AND ANNUITY CO 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 | $57,231 | $63,114-9.3% | $92,893-38.4% | $65,185-12.2% |
| Participation rate | 93.8% | 68.8%+25.0pp | 76.0%+17.7pp | 70.2%+23.6pp |
| Annual return | 17.77% | 28.75%-11.0pp | 109.41%-91.6pp | 29.38%-11.6pp |
| Employer contribution / active EE | $4,317 | $2,571+67.9% | $3,653+18.2% | $2,177+98.3% |
| Participant deferral / active EE | $2,436 | $3,108-21.6% | $4,236-42.5% | $3,514-30.7% |
| Admin fee / account holder | $145 | $624-76.7% | $5,794-97.5% | $847-82.8% |