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 |
|---|---|---|
E CRAIG YOUNG2 years Filed as: CRAIG EDMUND BRUNO Service code 99 · EIN 26-0378460 | Other Fees | $11,203 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $851 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $68 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $68 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,663 | $48,471-71.8% | $182,532-92.5% | $67,579-79.8% |
| Participation rate | 86.0% | 67.2%+18.8pp | 78.0%+8.0pp | 71.3%+14.7pp |
| Annual return | 18.87% | 31.08%-12.2pp | 148.54%-129.7pp | 378.56%-359.7pp |
| Employer contribution / active EE | $846 | $1,461-42.1% | $4,076-79.2% | $2,148-60.6% |
| Participant deferral / active EE | $2,158 | $3,324-35.1% | $5,524-60.9% | $3,539-39.0% |
| Admin fee / account holder | $16 | $151-89.4% | $8,592-99.8% | $142-88.8% |