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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $60,571 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESMENT MGMT Service code 26 · EIN 36-4317081 | Advisory (Participants) | $51,443 |
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 | $45,763 | $122,186-62.5% | $146,958-68.9% | $199,593-77.1% |
| Participation rate | 92.3% | 78.3%+14.0pp | 82.2%+10.2pp | 72.0%+20.3pp |
| Annual return | 23.04% | 30.56%-7.5pp | 418.34%-395.3pp | 34.25%-11.2pp |
| Employer contribution / active EE | $2,188 | $4,093-46.5% | $4,933-55.6% | $3,034-27.9% |
| Participant deferral / active EE | $10,031 | $8,502+18.0% | $8,070+24.3% | $5,087+97.2% |
| Admin fee / account holder | $172 | $179-4.0% | $12,998-98.7% | $269-36.2% |