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 Service code 26 · EIN 02-0488491 | Advisory (Participants) | $25,755 |
MORNINGSTAR8 years Filed as: MORINGSTAR Service code 27 | Advisory (Plan) | $16,855 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $16,855 |
HICKS PENSION SERVICES4 years Filed as: QUALIFIED SERVICES INC DBA HICKS PE Service code 49 | Other Services | $16,276 |
MORNINGSTAR9+ 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 | $243,091 | $78,485+209.7% | $106,213+128.9% | $74,495+226.3% |
| Participation rate | 96.9% | 72.8%+24.1pp | 75.3%+21.7pp | 67.2%+29.7pp |
| Annual return | 12.45% | 15.95%-3.5pp | 116.14%-103.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,355 | $2,523+33.0% | $3,171+5.8% | $2,623+27.9% |
| Participant deferral / active EE | $7,049 | $4,322+63.1% | $5,016+40.5% | $4,346+62.2% |
| Admin fee / account holder | $293 | $2,232-86.9% | $11,033-97.3% | $1,942-84.9% |