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 |
|---|---|---|
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,204 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,026 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $7,026 |
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 | $50,335 | $52,208-3.6% | $86,612-41.9% | $74,419-32.4% |
| Participation rate | 79.0% | 66.3%+12.6pp | 71.7%+7.3pp | 70.7%+8.2pp |
| Annual return | 15.87% | 44.46%-28.6pp | 591.07%-575.2pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,548 | $2,282-32.2% | $3,022-48.8% | $2,637-41.3% |
| Participant deferral / active EE | $2,817 | $3,383-16.7% | $4,438-36.5% | $4,528-37.8% |
| Admin fee / account holder | $95 | $319-70.4% | $5,614-98.3% | $348-72.8% |