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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $34,535 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 99 | Other Fees | $9,532 |
Service code 37 · EIN 27-0293282 12276 SAN JOSE BLVD · JACKSONVILLE, FL 32223 | Loan Processing | $8,840 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,703 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INV MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $0 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES Service code 99 · EIN 06-1493970 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,228 | $89,436-67.3% | $164,813-82.3% | $77,643-62.4% |
| Participation rate | 78.7% | 78.6%+0.1pp | 78.6%+0.1pp | 70.6%+8.1pp |
| Annual return | 12.86% | 28.83%-16.0pp | 69.93%-57.1pp | 31.24%-18.4pp |
| Employer contribution / active EE | $767 | $2,569-70.1% | $4,341-82.3% | $2,726-71.9% |
| Participant deferral / active EE | $5,015 | $4,897+2.4% | $6,031-16.9% | $4,647+7.9% |
| Admin fee / account holder | $68 | $339-79.9% | $12,690-99.5% | $430-84.2% |