See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $26,711 |
SAGEPOINT FINANCIAL INC5 years Filed as: FSC AGENCY, INC. Service code 55 · EIN 06-1375117 STE 1100 · ATLANTA, GA 30339 | Other Commissions | $20,432 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,548 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,548 |
MAP RETIREMENT, INC.4 years Service code 49 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Other Services | $3,786 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,918 | $59,584+32.4% | $86,874-9.2% | $79,386-0.6% |
| Participation rate | 96.9% | 67.7%+29.2pp | 71.6%+25.3pp | 70.7%+26.2pp |
| Annual return | 13.69% | 23.15%-9.5pp | 63.52%-49.8pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,695 | $1,768-4.1% | $2,495-32.1% | $2,427-30.2% |
| Participant deferral / active EE | $5,688 | $3,036+87.3% | $3,699+53.8% | $4,046+40.6% |
| Admin fee / account holder | $193 | $604-68.0% | $5,828-96.7% | $626-69.1% |