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 RETIRMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $41,397 |
MORGAN STANLEY SMITH BARNEY2 years Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $2,703 |
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 | $57,901 | $56,972+1.6% | $182,532-68.3% | $65,185-11.2% |
| Participation rate | 92.2% | 66.5%+25.6pp | 78.0%+14.2pp | 70.2%+22.0pp |
| Annual return | 21.45% | 27.67%-6.2pp | 148.54%-127.1pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,261 | $1,615-21.9% | $4,076-69.1% | $2,177-42.1% |
| Participant deferral / active EE | $4,040 | $3,526+14.6% | $5,524-26.9% | $3,514+15.0% |
| Admin fee / account holder | $163 | $528-69.1% | $8,592-98.1% | $847-80.8% |