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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 99 · EIN 26-0058143 | Other Fees | $20,833 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET RD · APPLETON, WI 54914 | Other Services | $7,144 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 26-0378460 | Advisory (Participants) | $1 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,945 | $56,638-68.3% | $169,368-89.4% | $74,419-75.9% |
| Participation rate | 91.6% | 67.5%+24.1pp | 77.1%+14.5pp | 70.7%+20.9pp |
| Annual return | 18.51% | 24.75%-6.2pp | 405.60%-387.1pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1,174 | $2,027-42.1% | $4,013-70.7% | $2,637-55.5% |
| Participant deferral / active EE | $2,882 | $4,223-31.7% | $6,221-53.7% | $4,528-36.4% |
| Admin fee / account holder | $191 | $307-37.6% | $9,003-97.9% | $348-45.0% |