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 INS AND ANN CO Service code 27 | Advisory (Plan) | $8,948 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,881 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $36,305 | $43,999-17.5% | $79,464-54.3% | $55,725-34.8% |
| Participation rate | 75.1% | 66.9%+8.2pp | 73.3%+1.7pp | 70.9%+4.2pp |
| Annual return | -4.88% | 1.81%-6.7pp | 718.14%-723.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,373 | $1,830-25.0% | $2,800-51.0% | $2,078-33.9% |
| Participant deferral / active EE | $2,368 | $2,538-6.7% | $3,704-36.1% | $3,356-29.4% |
| Admin fee / account holder | $74 | $118-36.7% | $5,113-98.5% | $115-35.4% |