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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,824 |
Service code 49 · EIN 71-0294708 | Other Services | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 49 · EIN 71-0294708 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,964 | $58,923-47.4% | $97,167-68.1% | $74,546-58.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 15.98% | 16.04%-0.1pp | 75.27%-59.3pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $2,073 | $1,894+9.4% | $2,729-24.1% | $2,624-21.0% |
| Participant deferral / active EE | $1,248 | $3,664-65.9% | $4,264-70.7% | $4,347-71.3% |
| Admin fee / account holder | $28 | $1,974-98.6% | $5,650-99.5% | $1,944-98.6% |