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 |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $19,130 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $16,535 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $12,816 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,303 | $122,239-26.1% | $184,203-51.0% | $74,495+21.2% |
| Participation rate | 98.0% | 85.5%+12.5pp | 86.8%+11.2pp | 67.2%+30.8pp |
| Annual return | 16.39% | 19.95%-3.6pp | 28.81%-12.4pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,415 | $4,537-24.7% | $6,427-46.9% | $2,623+30.2% |
| Participant deferral / active EE | $5,510 | $7,139-22.8% | $9,131-39.7% | $4,346+26.8% |
| Admin fee / account holder | $106 | $1,260-91.6% | $13,901-99.2% | $1,942-94.5% |