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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $66,598 |
Filed as: FUTURE PLANNING ASSOCIATES Service code 99 · EIN 03-0271340 | Other Fees | $9,000 |
Filed as: TRG RETIREMENT PLAN CONSULTANTS Service code 99 · EIN 11-1000111 | Other Fees | $7,314 |
Filed as: TRG INVESTMENT ADVISORS Service code 99 · EIN 44-4000444 | Other Fees | $6,567 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $198 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,802 | $46,292-11.9% | $143,757-71.6% | $64,808-37.0% |
| Participation rate | 96.8% | 64.2%+32.6pp | 80.3%+16.5pp | 71.5%+25.3pp |
| Annual return | -13.11% | -10.05%-3.1pp | -0.04%-13.1pp | 32.82%-45.9pp |
| Employer contribution / active EE | $3,630 | $1,910+90.1% | $4,951-26.7% | $2,506+44.9% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $103 | $154-32.7% | $14,673-99.3% | $188-44.9% |