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) | $917 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $812 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,871 | $85,766-51.2% | $136,294-69.3% | $70,131-40.3% |
| Participation rate | 87.8% | 74.2%+13.7pp | 81.9%+5.9pp | 69.5%+18.3pp |
| Annual return | 18.02% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $3,574 | $2,966+20.5% | $4,695-23.9% | $2,342+52.6% |
| Participant deferral / active EE | $5,743 | $5,051+13.7% | $6,247-8.1% | $3,332+72.4% |
| Admin fee / account holder | $38 | $5,420-99.3% | $9,243-99.6% | $4,645-99.2% |