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: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $41,667 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,380 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,646 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,083 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,528 | $100,227-14.7% | $169,993-49.7% | $74,419+14.9% |
| Participation rate | 93.4% | 87.3%+6.1pp | 87.0%+6.4pp | 70.7%+22.7pp |
| Annual return | 18.58% | 66.08%-47.5pp | 53.37%-34.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $0 | $4,263-100.0% | $6,785-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $7,993 | $7,143+11.9% | $10,408-23.2% | $4,528+76.5% |
| Admin fee / account holder | $38 | $234-83.8% | $12,815-99.7% | $348-89.1% |