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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 27 · EIN 71-0294708 | Advisory (Plan) | $30,370 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $11,210 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,484 | $122,239-36.6% | $184,203-57.9% | $74,495+4.0% |
| Participation rate | 91.4% | 85.5%+5.9pp | 86.8%+4.5pp | 67.2%+24.2pp |
| Annual return | 13.58% | 19.95%-6.4pp | 28.81%-15.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,005 | $4,537-55.8% | $6,427-68.8% | $2,623-23.6% |
| Participant deferral / active EE | $5,050 | $7,139-29.3% | $9,131-44.7% | $4,346+16.2% |
| Admin fee / account holder | $62 | $1,260-95.1% | $13,901-99.6% | $1,942-96.8% |