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 |
|---|---|---|
MORNINGSTAR6 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $17,754 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $17,754 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $13,569 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $0 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,606 | $82,978+24.9% | $130,231-20.4% | $74,419+39.2% |
| Participation rate | 94.0% | 73.7%+20.4pp | 76.3%+17.7pp | 70.7%+23.3pp |
| Annual return | 17.58% | 123.05%-105.5pp | 38.77%-21.2pp | 34.38%-16.8pp |
| Employer contribution / active EE | $9,226 | $3,391+172.0% | $4,126+123.6% | $2,637+249.8% |
| Participant deferral / active EE | $13,520 | $5,370+151.8% | $6,799+98.9% | $4,528+198.6% |
| Admin fee / account holder | $349 | $354-1.4% | $6,020-94.2% | $348+0.3% |