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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $77,121 |
Service code 99 · EIN 42-1445429 | Other Fees | $27,161 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $212 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,269 | $56,485-9.2% | $185,823-72.4% | $86,799-40.9% |
| Participation rate | 97.2% | 65.5%+31.7pp | 81.7%+15.5pp | 72.3%+24.9pp |
| Annual return | 11.71% | 118.04%-106.3pp | 122.05%-110.3pp | 97.91%-86.2pp |
| Employer contribution / active EE | $3,593 | $1,843+94.9% | $5,167-30.5% | $2,405+49.4% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $129 | $150-13.9% | $16,237-99.2% | $170-24.1% |