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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,433 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,433 |
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 | $61,739 | $157,256-60.7% | $141,162-56.3% | $152,861-59.6% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 20.82% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $4,659 | $5,261-11.4% | $4,735-1.6% | $4,762-2.2% |
| Participant deferral / active EE | $10,987 | $7,109+54.5% | $6,709+63.8% | $5,850+87.8% |
| Admin fee / account holder | $104 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |