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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,121 |
Service code 27 | Advisory (Plan) | $8,121 |
Filed as: VOYA RETOREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $94,896 | $73,102+29.8% | $123,544-23.2% | $56,287+68.6% |
| Participation rate | 97.7% | 74.3%+23.4pp | 82.3%+15.4pp | 69.9%+27.8pp |
| Annual return | -4.50% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $11,841 | $2,977+297.8% | $4,628+155.9% | $2,111+460.9% |
| Participant deferral / active EE | $3,167 | $5,423-41.6% | $6,426-50.7% | $3,350-5.5% |
| Admin fee / account holder | $28 | $554-94.9% | $9,284-99.7% | $521-94.6% |