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 Service code 26 · EIN 36-3297908 | Advisory (Participants) | $178 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $178 |
LPL FINANCIAL3 years Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,474 | $81,208-61.2% | $98,907-68.2% | $79,858-60.6% |
| Participation rate | 79.3% | 72.5%+6.8pp | 76.0%+3.2pp | 69.6%+9.6pp |
| Annual return | 9.19% | 60.99%-51.8pp | 196.43%-187.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,227 | $1,960-37.4% | $2,689-54.4% | $2,471-50.4% |
| Participant deferral / active EE | $2,015 | $3,265-38.3% | $4,244-52.5% | $3,740-46.1% |
| Admin fee / account holder | $16 | $6,013-99.7% | $6,642-99.8% | $5,306-99.7% |