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 RET INSURANCE & ANNUITY Service code 27 | Advisory (Plan) | $1,088 |
MORNINGSTAR3 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $268 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 16-1124166 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $268 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,609 | $82,202-60.3% | $125,339-74.0% | $64,808-49.7% |
| Participation rate | 72.2% | 77.9%-5.6pp | 82.4%-10.1pp | 71.5%+0.8pp |
| Annual return | -15.00% | 3.48%-18.5pp | 572.05%-587.1pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,555 | $3,615-57.0% | $4,814-67.7% | $2,506-38.0% |
| Participant deferral / active EE | $2,897 | $7,175-59.6% | $7,446-61.1% | $4,310-32.8% |
| Admin fee / account holder | $39 | $163-75.8% | $10,010-99.6% | $188-79.0% |