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 |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 26 · EIN 04-3516284 | Advisory (Participants) | $8,073 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,631 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,452 | $81,537+221.9% | $149,718+75.3% | $69,631+276.9% |
| Participation rate | 99.7% | 86.1%+13.6pp | 87.1%+12.6pp | 70.7%+29.0pp |
| Annual return | 16.73% | 22.79%-6.1pp | 1501.63%-1484.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $9,983 | $3,239+208.2% | $5,445+83.3% | $2,032+391.3% |
| Participant deferral / active EE | $10,853 | $4,994+117.3% | $6,569+65.2% | $3,224+236.7% |
| Admin fee / account holder | $30 | $107-72.1% | $11,283-99.7% | $110-73.0% |