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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $330 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $330 |
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 | $77,255 | $59,186+30.5% | $76,768+0.6% | $56,287+37.3% |
| Participation rate | 86.0% | 75.2%+10.8pp | 77.0%+9.1pp | 69.9%+16.2pp |
| Annual return | -5.78% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,529 | $1,759+43.8% | $2,485+1.7% | $2,111+19.8% |
| Participant deferral / active EE | $3,401 | $3,255+4.5% | $3,852-11.7% | $3,350+1.5% |
| Admin fee / account holder | $46 | $489-90.7% | $6,675-99.3% | $521-91.3% |