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 |
|---|---|---|
MORNINGSTAR7 years Filed as: MORINGSTAR Service code 27 | Advisory (Plan) | $15,349 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,349 |
HICKS PENSION SERVICES3 years Filed as: QUALIFIED SERVICES INC DBA HICKS PE Service code 49 | Other Services | $15,124 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14,649 |
MORNINGSTAR8+ 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 | $223,135 | $71,516+212.0% | $98,439+126.7% | $71,457+212.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 14.20% | 32.41%-18.2pp | 21.16%-7.0pp | 28.85%-14.6pp |
| Employer contribution / active EE | $3,544 | $2,399+47.7% | $3,048+16.3% | $2,588+37.0% |
| Participant deferral / active EE | $6,922 | $4,109+68.5% | $4,738+46.1% | $4,289+61.4% |
| Admin fee / account holder | $269 | $1,675-84.0% | $8,948-97.0% | $1,587-83.1% |