Filed April 1, 2024
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 26 · EIN 71-0294708 | Advisory (Participants) | $15,524 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,052 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,214 | $84,784+61.8% | $98,439+39.4% | $74,419+84.4% |
| Participation rate | 91.7% | 81.5%+10.2pp | 75.2%+16.6pp | 70.7%+21.0pp |
| Annual return | 19.71% | 20.59%-0.9pp | 21.16%-1.4pp | 34.38%-14.7pp |
| Employer contribution / active EE | $11,027 | $3,364+227.8% | $3,048+261.8% | $2,637+318.1% |
| Participant deferral / active EE | $8,168 | $5,218+56.5% | $4,738+72.4% | $4,528+80.4% |
| Admin fee / account holder | $106 | $204-48.1% | $8,948-98.8% | $348-69.5% |