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 MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $143 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $143 |
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 | $74,081 | $32,117+130.7% | $71,086+4.2% | $64,186+15.4% |
| Participation rate | 71.6% | 42.7%+28.9pp | 54.7%+17.0pp | 69.6%+2.1pp |
| Annual return | -6.78% | -5.57%-1.2pp | 650.59%-657.4pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,386 | $712+375.4% | $1,088+211.3% | $2,381+42.2% |
| Participant deferral / active EE | $6,482 | $1,263+413.3% | $1,874+245.9% | $3,470+86.8% |
| Admin fee / account holder | $23 | $2,759-99.2% | $3,082-99.3% | $4,888-99.5% |