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 49 | Other Services | $4,334 |
MORNINGSTAR1 year Filed as: MORNING STAR Service code 27 | Advisory (Plan) | $665 |
HORAN SECURITIES INC1 year Filed as: HORAN SECURITIES Service code 26 · EIN 31-1448612 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI 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 | $34,954 | $61,156-42.8% | $185,823-81.2% | $79,386-56.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.47% | 19.45%-7.0pp | 122.05%-109.6pp | 116.85%-104.4pp |
| Employer contribution / active EE | $2,872 | $2,321+23.8% | $5,167-44.4% | $2,427+18.3% |
| Participant deferral / active EE | $2,702 | $2,789-3.1% | $5,568-51.5% | $4,046-33.2% |
| Admin fee / account holder | $30 | $710-95.8% | $16,237-99.8% | $626-95.2% |