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 |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $92 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $92 |
LPL FINANCIAL1 year Service code 99 · EIN 04-3046611 | Other Fees | $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 | $26,073 | $61,660-57.7% | $80,019-67.4% | $64,186-59.4% |
| Participation rate | 78.0% | 71.7%+6.3pp | 75.8%+2.2pp | 69.6%+8.5pp |
| Annual return | -4.09% | -0.33%-3.8pp | 11.22%-15.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,137 | $1,810-37.2% | $2,468-53.9% | $2,381-52.3% |
| Participant deferral / active EE | $1,871 | $2,968-37.0% | $3,686-49.2% | $3,470-46.1% |
| Admin fee / account holder | $21 | $5,417-99.6% | $6,521-99.7% | $4,888-99.6% |