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 MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $31 |
Filed as: VOYA INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $30 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,468 | $89,739-4.8% | $149,718-42.9% | $62,292+37.2% |
| Participation rate | 72.6% | 85.1%-12.5pp | 87.1%-14.5pp | 69.5%+3.1pp |
| Annual return | 11.07% | 21.01%-9.9pp | 1501.63%-1490.6pp | 28.90%-17.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,974 | $4,797-38.0% | $6,569-54.7% | $3,169-6.1% |
| Admin fee / account holder | $16 | $551-97.1% | $11,283-99.9% | $479-96.7% |