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 MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $44 |
Filed as: VOYA INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $44 |
Participant contribution per participant 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 | $71,706 | $79,523-9.8% | $140,016-48.8% | $56,287+27.4% |
| Participation rate | 72.9% | 85.7%-12.8pp | 87.5%-14.6pp | 69.9%+3.1pp |
| Annual return | -1.34% | 2.39%-3.7pp | 651.12%-652.5pp | -9.96%+8.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,727 | $5,129-46.8% | $6,927-60.6% | $3,350-18.6% |
| Admin fee / account holder | $12 | $614-98.0% | $10,705-99.9% | $521-97.6% |