Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 44-1445249 | Other Fees | $10,966 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SPECIALISTS LTD Service code 49 10501 N 2ND STREET · MACHESNEY PARK, IL 61115 | Other Services | $6,552 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,178 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,824 | $122,239-52.7% | $184,200-68.6% | $74,546-22.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 23.52% | 19.95%+3.6pp | 28.80%-5.3pp | 1366.03%-1342.5pp |
| Employer contribution / active EE | $9,768 | $4,537+115.3% | $6,424+52.1% | $2,624+272.2% |
| Participant deferral / active EE | $11,857 | $7,139+66.1% | $9,132+29.8% | $4,347+172.7% |
| Admin fee / account holder | $35 | $1,260-97.2% | $13,907-99.7% | $1,944-98.2% |