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 9-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 |
|---|---|---|
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,111 |
Filed as: VOYA RET INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,111 |
Filed as: VOYA RET INS & ANNUITY Service code 99 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,744 | $66,302+12.7% | $110,238-32.2% | $56,287+32.8% |
| Participation rate | 83.3% | 74.9%+8.4pp | 79.8%+3.5pp | 69.9%+13.5pp |
| Annual return | -3.48% | -1.18%-2.3pp | 314.74%-318.2pp | -9.96%+6.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,710 | $3,381+9.7% | $4,672-20.6% | $3,350+10.8% |
| Admin fee / account holder | $35 | $698-95.0% | $8,547-99.6% | $521-93.3% |