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 RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $27,183 |
LATITUDE SERVICE COMPANY INC4 years Service code 49 · EIN 82-1371994 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $17,502 |
MORNINGSTAR9 years Service code 27 | Advisory (Plan) | $5,415 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,495 | $106,110-9.1% | $147,005-34.4% | $77,671+24.2% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 13.91% | 56.77%-42.9pp | 418.76%-404.9pp | 31.21%-17.3pp |
| Employer contribution / active EE | $3,506 | $4,065-13.7% | $4,934-28.9% | $2,726+28.6% |
| Participant deferral / active EE | $10,824 | $7,992+35.4% | $8,070+34.1% | $4,648+132.9% |
| Admin fee / account holder | $98 | $338-71.1% | $13,006-99.2% | $430-77.3% |