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 9-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 |
|---|---|---|
Service code 99 · EIN 99-2539506 42 WEYBOSSET STREET · PROVIDENCE, RI 02903 | Other Fees | $24,069 |
BONADIO & CO., LLP8 years Filed as: THE BONADIO GROUP Service code 99 · EIN 16-1131146 179 SULLY'S TRAIL · PITTSFORD, NY 14534 | Other Fees | $10,450 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $0 |
Filed as: RIMKUS MARCIANO AND ASSOCIATES INC Service code 49 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 64 · EIN 71-0294708 ANNUITY CO · ATLANTA, GA 30327 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,078 | $49,915+30.4% | $154,803-58.0% | $74,304-12.4% |
| Participation rate | 74.8% | 54.0%+20.8pp | 78.1%-3.3pp | 60.3%+14.4pp |
| Annual return | 11.77% | 34.06%-22.3pp | 58.88%-47.1pp | 29.43%-17.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,632 | $2,255+61.1% | $5,540-34.5% | $3,767-3.6% |
| Admin fee / account holder | $124 | $2,189-94.3% | $14,329-99.1% | $2,969-95.8% |