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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $109,189 |
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 | Other Fees | $30,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,573 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,159 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,146 | $54,193+73.7% | $93,654+0.5% | $77,671+21.2% |
| Participation rate | 92.7% | 63.9%+28.8pp | 68.7%+24.0pp | 70.6%+22.1pp |
| Annual return | 15.87% | 30.54%-14.7pp | 133.34%-117.5pp | 31.21%-15.3pp |
| Employer contribution / active EE | $4,140 | $1,168+254.4% | $2,421+71.0% | $2,726+51.8% |
| Participant deferral / active EE | $7,077 | $3,144+125.1% | $4,413+60.4% | $4,648+52.3% |
| Admin fee / account holder | $253 | $576-56.0% | $8,282-96.9% | $430-41.1% |