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 year Filed as: MORNINGSTAR INVESTMENT MGT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,445 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $134 |
Service code 12 · EIN 59-2663664 | Claims processing; Participant loan p... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,085 | $35,183+144.7% | $73,545+17.1% | $70,131+22.7% |
| Participation rate | 90.2% | 42.9%+47.3pp | 54.9%+35.3pp | 69.5%+20.7pp |
| Annual return | 20.08% | 26.90%-6.8pp | -15.16%+35.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $4,722 | $709+566.2% | $1,219+287.3% | $2,342+101.6% |
| Participant deferral / active EE | $8,706 | $1,220+613.7% | $1,806+382.1% | $3,332+161.3% |
| Admin fee / account holder | $85 | $2,302-96.3% | $2,320-96.3% | $4,645-98.2% |