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 |
|---|---|---|
M GROUP INVESTMENT ADVISOR1+ years Service code 26 · EIN 45-3838296 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY CO. · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
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 | $43,931 | $74,089-40.7% | $133,980-67.2% | $55,167-20.4% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.1%+0.4pp | 69.0%+18.5pp |
| Annual return | 8.68% | 12.11%-3.4pp | 29.30%-20.6pp | 169.23%-160.5pp |
| Employer contribution / active EE | $3,766 | $3,064+22.9% | $5,211-27.7% | $1,963+91.9% |
| Participant deferral / active EE | $6,416 | $4,678+37.2% | $6,282+2.1% | $3,054+110.1% |
| Admin fee / account holder | $31 | $458-93.2% | $9,324-99.7% | $504-93.8% |