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 |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 49 · EIN 71-0294708 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C 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 | $132,629 | $84,936+56.2% | $111,297+19.2% | $79,386+67.1% |
| Participation rate | 72.3% | 75.9%-3.6pp | 77.3%-5.1pp | 70.7%+1.6pp |
| Annual return | 15.42% | 17.45%-2.0pp | 54.65%-39.2pp | 116.85%-101.4pp |
| Employer contribution / active EE | $3,840 | $1,979+94.0% | $2,731+40.6% | $2,427+58.2% |
| Participant deferral / active EE | $5,098 | $3,888+31.1% | $4,487+13.6% | $4,046+26.0% |
| Admin fee / account holder | $55 | $537-89.8% | $7,964-99.3% | $626-91.3% |