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 Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,893 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,282 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,990 | $79,523-23.3% | $140,016-56.4% | $56,287+8.4% |
| Participation rate | 75.2% | 85.7%-10.5pp | 87.5%-12.3pp | 69.9%+5.4pp |
| Annual return | -4.24% | 2.39%-6.6pp | 651.12%-655.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,757 | $3,350-47.6% | $5,606-68.7% | $2,111-16.8% |
| Participant deferral / active EE | $5,351 | $5,129+4.3% | $6,927-22.8% | $3,350+59.8% |
| Admin fee / account holder | $66 | $614-89.3% | $10,705-99.4% | $521-87.3% |