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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $939 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $939 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,812 | $73,638+96.7% | $95,952+50.9% | $73,488+97.1% |
| Participation rate | 72.5% | 76.2%-3.6pp | 77.1%-4.6pp | 70.7%+1.8pp |
| Annual return | 19.10% | 16.78%+2.3pp | 91.61%-72.5pp | 28.51%-9.4pp |
| Employer contribution / active EE | $1,399 | $1,863-24.9% | $2,541-44.9% | $2,270-38.4% |
| Participant deferral / active EE | $6,978 | $3,617+92.9% | $4,167+67.5% | $3,740+86.6% |
| Admin fee / account holder | $33 | $482-93.1% | $6,795-99.5% | $513-93.5% |