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 |
|---|---|---|
MORNINGSTAR8 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,427 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,587 |
ASCENSUS LLC10+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $1,950 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,380 | $122,239+23.8% | $184,200-17.8% | $74,546+103.1% |
| Participation rate | 89.2% | 85.5%+3.7pp | 86.8%+2.3pp | 67.2%+22.0pp |
| Annual return | 18.61% | 19.95%-1.3pp | 28.80%-10.2pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $2,999 | $4,537-33.9% | $6,424-53.3% | $2,624+14.3% |
| Participant deferral / active EE | $4,006 | $7,139-43.9% | $9,132-56.1% | $4,347-7.9% |
| Admin fee / account holder | $58 | $1,260-95.4% | $13,907-99.6% | $1,944-97.0% |