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: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,975 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294808 | Advisory (Participants) | $9,975 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,344 | $95,388-61.9% | $125,339-71.0% | $77,904-53.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 82.4%+6.5pp | 73.7%+15.2pp |
| Annual return | -15.49% | 116.19%-131.7pp | 572.05%-587.5pp | 12.21%-27.7pp |
| Employer contribution / active EE | $1,810 | $3,666-50.6% | $4,814-62.4% | $2,848-36.4% |
| Participant deferral / active EE | $7,704 | $7,711-0.1% | $7,446+3.5% | $4,806+60.3% |
| Admin fee / account holder | $94 | $119-21.3% | $10,010-99.1% | $133-29.4% |