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 |
|---|---|---|
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,181 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $6,850 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,520 |
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 | $43,222 | $47,722-9.4% | $82,719-47.7% | $64,808-33.3% |
| Participation rate | 78.9% | 67.6%+11.3pp | 72.6%+6.3pp | 71.5%+7.4pp |
| Annual return | -15.92% | -13.05%-2.9pp | 701.18%-717.1pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,540 | $2,179-29.3% | $3,009-48.8% | $2,506-38.5% |
| Participant deferral / active EE | $2,766 | $3,329-16.9% | $4,395-37.1% | $4,310-35.8% |
| Admin fee / account holder | $89 | $143-37.8% | $5,329-98.3% | $188-52.6% |