See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,623 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,623 |
Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 49 · EIN 27-0212300 | Other Services | $1,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,284 | $65,435+59.4% | $86,677+20.3% | $66,914+55.8% |
| Participation rate | 73.1% | 75.5%-2.3pp | 76.6%-3.4pp | 69.8%+3.3pp |
| Annual return | -16.07% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,622 | $2,153-24.7% | $2,836-42.8% | $2,544-36.3% |
| Participant deferral / active EE | $8,067 | $4,100+96.7% | $4,656+73.3% | $4,237+90.4% |
| Admin fee / account holder | $52 | $642-91.8% | $7,493-99.3% | $593-91.2% |