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 8-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 |
|---|---|---|
REGULUS ADVISORS, LLC2 years Service code 26 · EIN 26-3975819 | Advisory (Participants) | $1,183,222 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $30,027 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,396 | $63,259+1.8% | $178,490-63.9% | $93,223-30.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.9%+18.1pp | 74.9%+25.1pp |
| Annual return | 19.96% | 19.93%0pp | 151.07%-131.1pp | 19.29%+0.7pp |
| Employer contribution / active EE | $2,435 | $1,865+30.6% | $5,011-51.4% | $2,680-9.1% |
| Participant deferral / active EE | $4,928 | $3,372+46.1% | $5,202-5.3% | $4,563+8.0% |
| Admin fee / account holder | $10 | $58-82.7% | $13,984-99.9% | $79-87.3% |