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 7-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 |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS, INC Service code 27 · EIN 71-0294708 | Advisory (Plan) | $31,342 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 99 · EIN 93-0987232 | Other Fees | $0 |
THE ALLOCATION COMPANY1 year Service code 49 · EIN 76-0354750 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,488 | $79,013-50.0% | $100,391-60.7% | $74,495-47.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 17.97% | 20.41%-2.4pp | 49.20%-31.2pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $5,130 | $3,021+69.8% | $3,942+30.2% | $2,623+95.6% |
| Participant deferral / active EE | $12,071 | $7,760+55.5% | $8,082+49.4% | $4,346+177.8% |
| Admin fee / account holder | $102 | $1,320-92.3% | $7,899-98.7% | $1,942-94.8% |