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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT, LLC Service code 26 · EIN 36-5381590 | Advisory (Participants) | $22,006 |
SAGEPOINT FINANCIAL INC3 years Filed as: FSC AGENCY, INC. Service code 55 | Other Commissions | $16,082 |
MAP RETIREMENT, INC.2 years Service code 49 · EIN 39-1884254 | Other Services | $9,390 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,089 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,089 |
SAGEPOINT FINANCIAL INC3 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 | $66,878 | $50,666+32.0% | $76,817-12.9% | $65,185+2.6% |
| Participation rate | 96.2% | 68.8%+27.3pp | 72.1%+24.1pp | 70.2%+26.0pp |
| Annual return | 19.57% | 28.51%-8.9pp | 1166.11%-1146.5pp | 29.38%-9.8pp |
| Employer contribution / active EE | $2,459 | $1,575+56.2% | $2,302+6.8% | $2,177+13.0% |
| Participant deferral / active EE | $5,248 | $2,647+98.3% | $3,336+57.3% | $3,514+49.4% |
| Admin fee / account holder | $169 | $463-63.4% | $6,420-97.4% | $847-80.0% |