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 8-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 |
|---|---|---|
REGULUS ADVISORS, LLC1 year Service code 55 | Other Commissions | $998,094 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $75,335 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $23,754 |
REGAL INVESTMENT ADVISORS LLC3+ years Filed as: REGAL Service code 26 · EIN 22-3844414 | Advisory (Participants) | $14,249 |
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 | $53,259 | $53,565-0.6% | $172,739-69.2% | $82,204-35.2% |
| Participation rate | 100.0% | 69.6%+30.4pp | 82.6%+17.4pp | 73.4%+26.6pp |
| Annual return | 24.40% | 31.42%-7.0pp | 802.84%-778.4pp | 26.31%-1.9pp |
| Employer contribution / active EE | $2,112 | $1,857+13.7% | $5,143-58.9% | $2,707-22.0% |
| Participant deferral / active EE | $4,274 | $3,006+42.2% | $5,198-17.8% | $4,246+0.7% |
| Admin fee / account holder | $10 | $61-84.3% | $13,954-99.9% | $76-87.2% |