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 Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,175 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,175 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,721 | $127,481-72.8% | $149,696-76.8% | $90,288-61.5% |
| Participation rate | 87.5% | 78.2%+9.3pp | 82.5%+5.1pp | 73.4%+14.2pp |
| Annual return | 45.90% | 57.78%-11.9pp | 276.60%-230.7pp | 53.97%-8.1pp |
| Employer contribution / active EE | $1 | $3,448-100.0% | $4,644-100.0% | $2,524-99.9% |
| Participant deferral / active EE | $11,573 | $6,975+65.9% | $6,842+69.2% | $4,232+173.5% |
| Admin fee / account holder | $20 | $152-86.8% | $9,309-99.8% | $114-82.4% |