See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $45,833 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $26,791 |
Service code 49 4114 LEGATO ROAD, #300 · FAIRFAX, VA 22033 | Other Services | $13,075 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $4,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,647 | $60,323+108.3% | $81,812+53.6% | $74,495+68.7% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.87% | 16.90%-5.0pp | 773.79%-761.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $14,160 | $2,620+440.4% | $2,912+386.2% | $2,623+439.8% |
| Participant deferral / active EE | $13,138 | $3,387+287.8% | $4,319+204.2% | $4,346+202.3% |
| Admin fee / account holder | $202 | $1,486-86.4% | $7,386-97.3% | $1,942-89.6% |