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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,710 |
Filed as: VOYA RETIREMENT AND ANNUITY Service code 26 · EIN 46-5416028 | Advisory (Participants) | $1,710 |
RILEY AND COMPANY PLLC1+ years Filed as: RILEY AND COMPANY LLC Service code 99 · EIN 76-0580403 | Other Fees | $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 | $75,757 | $56,199+34.8% | $67,652+12.0% | $59,632+27.0% |
| Participation rate | 79.1% | 71.5%+7.6pp | 75.7%+3.4pp | 68.7%+10.4pp |
| Annual return | 0.78% | 18505.31%-18504.5pp | 6625.04%-6624.3pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $2,590 | $1,614+60.4% | $2,266+14.3% | $2,203+17.6% |
| Participant deferral / active EE | $7,877 | $2,844+177.0% | $3,560+121.3% | $3,192+146.8% |
| Admin fee / account holder | $36 | $3,958-99.1% | $4,821-99.2% | $4,297-99.2% |