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 RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,711 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $727 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $570 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,852 | $80,753-81.6% | $136,294-89.1% | $62,292-76.2% |
| Participation rate | 88.1% | 73.5%+14.6pp | 81.9%+6.2pp | 69.5%+18.6pp |
| Annual return | 17.06% | 35.83%-18.8pp | 5155.94%-5138.9pp | 28.90%-11.8pp |
| Employer contribution / active EE | $865 | $2,884-70.0% | $4,695-81.6% | $2,042-57.6% |
| Participant deferral / active EE | $2,503 | $5,164-51.5% | $6,247-59.9% | $3,169-21.0% |
| Admin fee / account holder | $20 | $525-96.1% | $9,243-99.8% | $479-95.8% |