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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $403 |
Filed as: VOYA INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $403 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,191 | $136,307-36.8% | $177,821-51.5% | $73,488+17.3% |
| Participation rate | 82.6% | 86.1%-3.5pp | 87.7%-5.1pp | 70.7%+11.9pp |
| Annual return | 11.97% | 18.68%-6.7pp | 48.32%-36.4pp | 28.51%-16.5pp |
| Employer contribution / active EE | $681 | $3,712-81.6% | $5,918-88.5% | $2,270-70.0% |
| Participant deferral / active EE | $3,384 | $5,829-41.9% | $7,714-56.1% | $3,740-9.5% |
| Admin fee / account holder | $17 | $596-97.1% | $12,427-99.9% | $513-96.7% |