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 |
|---|---|---|
HICKS PENSION SERVICES2 years Filed as: QUALIFIED SERVICES INC DBA HICKS PE Service code 49 | Other Services | $15,534 |
MORNINGSTAR6 years Filed as: MORINGSTAR Service code 27 | Advisory (Plan) | $14,910 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,910 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,267 |
CPS BENEFITS2 years Filed as: CPS EMPLOYER BENEFITS INSURANCE SOL Service code 49 · EIN 20-8421265 | Other Services | $0 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,403 | $72,607+181.5% | $90,749+125.2% | $66,914+205.5% |
| Participation rate | 99.2% | 73.7%+25.5pp | 75.7%+23.5pp | 69.8%+29.4pp |
| Annual return | -15.04% | -12.28%-2.8pp | -12.16%-2.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,511 | $2,369+48.2% | $2,921+20.2% | $2,544+38.0% |
| Participant deferral / active EE | $6,518 | $3,977+63.9% | $4,564+42.8% | $4,237+53.8% |
| Admin fee / account holder | $226 | $707-68.1% | $8,445-97.3% | $593-61.9% |