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 |
|---|---|---|
SAGEPOINT FINANCIAL INC6 years Filed as: FSC AGENCY, INC. Service code 55 · EIN 06-1375117 STE 1100 · ATLANTA, GA 30339 | Other Commissions | $20,145 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $19,113 |
MAP RETIREMENT, INC.5 years Service code 49 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Other Services | $7,479 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,284 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $7,284 |
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 | $65,650 | $50,199+30.8% | $70,092-6.3% | $66,914-1.9% |
| Participation rate | 93.4% | 66.3%+27.0pp | 70.5%+22.9pp | 69.8%+23.6pp |
| Annual return | -14.53% | -13.85%-0.7pp | 190.73%-205.3pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,684 | $1,864+44.0% | $2,559+4.9% | $2,544+5.5% |
| Participant deferral / active EE | $5,974 | $3,112+92.0% | $3,849+55.2% | $4,237+41.0% |
| Admin fee / account holder | $192 | $600-67.9% | $6,267-96.9% | $593-67.6% |