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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $40,930 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $40,930 |
Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 49 20445 STATE HIGHWAY 249 · HOUSTON, TX 77070 | Other Services | $0 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 13-2638166 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,977 | $164,864-39.4% | $453,369-77.9% | $93,030+7.5% |
| Participation rate | 95.6% | 84.2%+11.4pp | 78.0%+17.6pp | 73.9%+21.7pp |
| Annual return | 18.24% | 17.89%+0.4pp | 64.40%-46.2pp | 158.70%-140.5pp |
| Employer contribution / active EE | $7,191 | $3,519+104.3% | $4,070+76.7% | $2,706+165.8% |
| Participant deferral / active EE | $9,037 | $5,690+58.8% | $6,209+45.6% | $4,562+98.1% |
| Admin fee / account holder | $264 | $104+153.4% | $11,209-97.6% | $152+74.0% |