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 AND ANNUITY CO Service code 27 | Advisory (Plan) | $27,661 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $23,531 |
AMERICAN FUNDS1 year Filed as: MATRIX PRIVATE CAPITAL GROUP LLC Service code 99 · EIN 38-4016001 | Other Fees | $22,272 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,467 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 99 · EIN 22-2000222 | Other Fees | $5,650 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,071 | $64,119+283.8% | $112,228+119.3% | $66,914+267.7% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.1%+21.7pp | 69.8%+27.0pp |
| Annual return | -17.48% | -13.81%-3.7pp | 27.45%-44.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $11,846 | $3,005+294.1% | $3,635+225.9% | $2,544+365.6% |
| Participant deferral / active EE | $11,788 | $3,693+219.2% | $4,728+149.3% | $4,237+178.2% |
| Admin fee / account holder | $182 | $625-70.9% | $6,410-97.2% | $593-69.4% |