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: MORINGSTAR Service code 27 | Advisory (Plan) | $12,549 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,549 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,922 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $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 | $188,571 | $66,310+184.4% | $93,606+101.5% | $65,185+189.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 20.49% | 42.58%-22.1pp | 32.76%-12.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $3,459 | $2,012+71.9% | $2,718+27.3% | $2,177+58.9% |
| Participant deferral / active EE | $5,684 | $3,342+70.1% | $4,069+39.7% | $3,514+61.8% |
| Admin fee / account holder | $170 | $6,897-97.5% | $7,888-97.8% | $847-80.0% |