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 |
|---|---|---|
MMA SECURITIES LLC4 years Service code 99 · EIN 22-3570392 | Other Fees | $38,945 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 27 · EIN 02-0488491 | Advisory (Plan) | $1,668 |
Service code 99 · EIN 33-0843823 | Other Fees | $0 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,924 | $96,484-21.3% | $156,263-51.4% | $74,304+2.2% |
| Participation rate | 87.0% | 67.7%+19.4pp | 78.9%+8.1pp | 60.3%+26.7pp |
| Annual return | 14.20% | 17.73%-3.5pp | 59.47%-45.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $6,311 | $2,528+149.6% | $4,333+45.7% | $2,241+181.6% |
| Participant deferral / active EE | $2,928 | $4,286-31.7% | $6,158-52.5% | $3,767-22.3% |
| Admin fee / account holder | $22 | $3,728-99.4% | $14,255-99.8% | $2,969-99.3% |