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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $45,300 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $45,300 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $0 |
Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 49 20445 STATE HIGHWAY 249 · HOUSTON, TX 77070 | Other Services | $0 |
UBS FINANCIAL SERVICES INC8+ 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 | $86,961 | $140,190-38.0% | $115,756-24.9% | $77,904+11.6% |
| Participation rate | 90.4% | 81.0%+9.4pp | 77.1%+13.3pp | 73.7%+16.7pp |
| Annual return | -11.73% | -13.46%+1.7pp | 143.14%-154.9pp | 12.21%-23.9pp |
| Employer contribution / active EE | $7,841 | $3,169+147.4% | $3,793+106.7% | $2,848+175.3% |
| Participant deferral / active EE | $9,827 | $5,401+82.0% | $6,254+57.1% | $4,806+104.5% |
| Admin fee / account holder | $276 | $138+99.5% | $8,124-96.6% | $133+108.3% |