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 INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY COMPANY · HARTFORD, CT 06199 | Advisory (Participants) | $68,015 |
SCHILLER'S PENSION CONSULTING9+ years Service code 99 · EIN 94-3208573 216 N. SAN MATEO DR. · SAN MATEO, CA 94401 | Other Fees | $26,750 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $8,894 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,653 | $49,693+64.3% | $70,515+15.8% | $74,419+9.7% |
| Participation rate | 96.6% | 64.7%+31.9pp | 68.3%+28.3pp | 70.7%+25.9pp |
| Annual return | 15.59% | 21.22%-5.6pp | 32.77%-17.2pp | 34.38%-18.8pp |
| Employer contribution / active EE | $3,387 | $1,773+91.0% | $2,973+13.9% | $2,637+28.4% |
| Participant deferral / active EE | $8,449 | $3,376+150.3% | $4,567+85.0% | $4,528+86.6% |
| Admin fee / account holder | $101 | $316-68.0% | $6,412-98.4% | $348-71.0% |