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 Service code 15 · EIN 71-0294708 ANNUITY CO · HARTFORD, CT 06199 | Recordkeeping | $67,618 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 ANNUITY COMPANY · WINDSOR, CT 06095 | Advisory (Participants) | $18,922 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $12,693 |
SCHILLER'S PENSION CONSULTING10+ years Service code 99 · EIN 94-3208573 216 N. SAN MATEO DR. · SAN MATEO, CA 94401 | Other Fees | $5,850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,689 | $55,416+61.8% | $75,972+18.1% | $77,643+15.5% |
| Participation rate | 96.9% | 63.6%+33.3pp | 69.1%+27.8pp | 70.6%+26.3pp |
| Annual return | 11.90% | 17.07%-5.2pp | 359.55%-347.6pp | 31.24%-19.3pp |
| Employer contribution / active EE | $4,654 | $1,788+160.3% | $2,685+73.3% | $2,726+70.7% |
| Participant deferral / active EE | $8,893 | $3,447+158.0% | $4,255+109.0% | $4,647+91.4% |
| Admin fee / account holder | $92 | $414-77.8% | $6,467-98.6% | $430-78.6% |