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 ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,556 |
MORNINGSTAR2 years Filed as: MORINGSTAR Service code 27 | Advisory (Plan) | $11,644 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,912 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | 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 | $154,119 | $58,083+165.3% | $80,019+92.6% | $56,287+173.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -3.75% | 34.61%-38.4pp | 11.22%-15.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $3,342 | $1,932+73.0% | $2,468+35.4% | $2,111+58.3% |
| Participant deferral / active EE | $5,637 | $3,135+79.8% | $3,686+53.0% | $3,350+68.3% |
| Admin fee / account holder | $150 | $623-75.9% | $6,521-97.7% | $521-71.2% |