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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT, LLC Service code 26 · EIN 36-5381590 | Advisory (Participants) | $23,450 |
SAGEPOINT FINANCIAL INC4 years Filed as: FSC AGENCY, INC. Service code 55 · EIN 06-1375117 | Other Commissions | $17,627 |
MAP RETIREMENT, INC.3 years Service code 49 · EIN 39-1884254 | Other Services | $10,469 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,503 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO 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 | $75,519 | $54,590+38.3% | $81,930-7.8% | $73,488+2.8% |
| Participation rate | 95.6% | 68.3%+27.3pp | 72.0%+23.6pp | 70.7%+24.9pp |
| Annual return | 11.88% | 17.74%-5.9pp | 29.49%-17.6pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,851 | $1,636+13.2% | $4,310-57.0% | $2,270-18.4% |
| Participant deferral / active EE | $5,073 | $2,759+83.9% | $7,107-28.6% | $3,740+35.7% |
| Admin fee / account holder | $193 | $592-67.4% | $5,158-96.3% | $513-62.3% |