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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $497 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $497 |
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 | $82,963 | $65,376+26.9% | $87,100-4.8% | $65,185+27.3% |
| Participation rate | 70.4% | 75.3%-4.9pp | 76.9%-6.4pp | 70.2%+0.2pp |
| Annual return | 24.35% | 31.27%-6.9pp | 28.19%-3.8pp | 29.38%-5.0pp |
| Employer contribution / active EE | $3,092 | $1,822+69.7% | $2,521+22.6% | $2,177+42.1% |
| Participant deferral / active EE | $3,905 | $3,388+15.2% | $4,049-3.6% | $3,514+11.1% |
| Admin fee / account holder | $39 | $520-92.6% | $7,497-99.5% | $847-95.5% |