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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,174 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,174 |
MORNINGSTAR4 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,388 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $5,388 |
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 | $45,585 | $52,670-13.5% | $90,404-49.6% | $73,409-37.9% |
| Participation rate | 77.0% | 67.7%+9.3pp | 72.7%+4.3pp | 72.2%+4.8pp |
| Annual return | 14.60% | 20.70%-6.1pp | 1293.02%-1278.4pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,431 | $1,872-23.5% | $3,262-56.1% | $2,234-35.9% |
| Participant deferral / active EE | $2,396 | $2,807-14.6% | $3,963-39.5% | $3,805-37.0% |
| Admin fee / account holder | $75 | $117-36.1% | $5,611-98.7% | $158-52.8% |