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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT, LLC Service code 26 · EIN 36-5381590 | Advisory (Participants) | $22,636 |
SAGEPOINT FINANCIAL INC2 years Filed as: FSC AGENCY, INC. Service code 55 | Other Commissions | $13,230 |
MAP RETIREMENT, INC.1 year Service code 49 · EIN 39-1884254 | Other Services | $7,814 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,544 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,544 |
SAGEPOINT FINANCIAL INC2 years Filed as: FSC SECURITIES CORPORATION Service code 55 · EIN 58-1288674 | Other Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,151 | $43,504+29.1% | $68,793-18.4% | $56,287-0.2% |
| Participation rate | 97.6% | 67.8%+29.8pp | 72.2%+25.4pp | 69.9%+27.8pp |
| Annual return | -4.86% | -3.15%-1.7pp | -4.63%-0.2pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,114 | $1,525+38.6% | $2,625-19.5% | $2,111+0.1% |
| Participant deferral / active EE | $4,553 | $2,509+81.5% | $3,311+37.5% | $3,350+35.9% |
| Admin fee / account holder | $176 | $515-65.9% | $5,131-96.6% | $521-66.2% |