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 |
|---|---|---|
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,998 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,230 | $101,317+82.8% | $146,958+26.0% | $74,495+148.6% |
| Participation rate | 75.4% | 75.5%-0.1pp | 82.2%-6.8pp | 67.2%+8.2pp |
| Annual return | 18.40% | 8730.91%-8712.5pp | 418.34%-399.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $3,164 | $3,810-16.9% | $4,933-35.9% | $2,623+20.6% |
| Participant deferral / active EE | $10,188 | $7,303+39.5% | $8,070+26.2% | $4,346+134.4% |
| Admin fee / account holder | $13 | $1,739-99.3% | $12,998-99.9% | $1,942-99.3% |