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 ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $28,823 |
MORNINGSTAR5 years Filed as: MORINGSTAR Service code 27 | Advisory (Plan) | $16,250 |
HICKS PENSION SERVICES1 year Filed as: QUALIFIED SERVICES INC DBA HICKS PE Service code 49 | Other Services | $15,670 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $12,573 |
CPS BENEFITS1 year Filed as: CPS EMPLOYER BENEFITS INSURANCE SOL Service code 49 · EIN 20-8421265 | Other Services | $0 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,049 | $79,428+216.1% | $106,548+135.6% | $79,386+216.2% |
| Participation rate | 98.4% | 74.1%+24.3pp | 76.1%+22.3pp | 70.7%+27.7pp |
| Annual return | 13.38% | 18.27%-4.9pp | 26.80%-13.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $3,480 | $2,234+55.8% | $2,819+23.5% | $2,427+43.4% |
| Participant deferral / active EE | $6,886 | $3,823+80.1% | $4,398+56.6% | $4,046+70.2% |
| Admin fee / account holder | $231 | $523-55.9% | $7,407-96.9% | $626-63.2% |