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: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $38,084 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 99 · EIN 44-0160260 | Other Fees | $13,771 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $12,785 |
WINTRUST INVESTMENTS LLC4 years Service code 99 · EIN 36-1245570 | Other Fees | $11,688 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,874 | $82,917-19.3% | $103,333-35.3% | $77,643-13.9% |
| Participation rate | 84.9% | 71.6%+13.4pp | 74.5%+10.4pp | 70.6%+14.3pp |
| Annual return | 15.48% | 19.13%-3.7pp | 24.88%-9.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,267 | $3,552-64.3% | $3,868-67.2% | $2,726-53.5% |
| Participant deferral / active EE | $4,489 | $4,108+9.3% | $5,057-11.2% | $4,647-3.4% |
| Admin fee / account holder | $62 | $638-90.3% | $8,355-99.3% | $430-85.6% |