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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORINGSTAR Service code 27 | Advisory (Plan) | $13,457 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,457 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,064 |
MORNINGSTAR5+ 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 | $210,745 | $70,908+197.2% | $98,907+113.1% | $73,488+186.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 13.15% | 34.17%-21.0pp | 196.43%-183.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $3,606 | $2,036+77.1% | $2,689+34.1% | $2,270+58.9% |
| Participant deferral / active EE | $6,369 | $3,500+82.0% | $4,244+50.1% | $3,740+70.3% |
| Admin fee / account holder | $183 | $535-65.7% | $6,642-97.2% | $513-64.3% |