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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,293 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,293 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,051 | $73,102-75.3% | $123,544-85.4% | $56,287-67.9% |
| Participation rate | 78.4% | 74.3%+4.1pp | 82.3%-3.9pp | 69.9%+8.5pp |
| Annual return | -7.30% | 3.01%-10.3pp | 119.20%-126.5pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,260 | $2,977-57.7% | $4,628-72.8% | $2,111-40.3% |
| Participant deferral / active EE | $2,677 | $5,423-50.6% | $6,426-58.3% | $3,350-20.1% |
| Admin fee / account holder | $81 | $554-85.3% | $9,284-99.1% | $521-84.4% |