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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,787 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,938 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $6,938 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,852 | $58,290-14.5% | $98,442-49.4% | $86,799-42.6% |
| Participation rate | 79.7% | 68.3%+11.3pp | 73.3%+6.3pp | 72.3%+7.4pp |
| Annual return | 14.18% | 43.48%-29.3pp | 1492.73%-1478.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,539 | $2,008-23.4% | $2,960-48.0% | $2,405-36.0% |
| Participant deferral / active EE | $2,645 | $3,152-16.1% | $4,276-38.1% | $4,131-36.0% |
| Admin fee / account holder | $87 | $138-36.5% | $5,949-98.5% | $170-48.4% |