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) | $8,121 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,829 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,457 | $99,957+162.6% | $149,696+75.3% | $73,488+257.1% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.5%+16.2pp | 70.7%+28.0pp |
| Annual return | 19.08% | 53.87%-34.8pp | 276.60%-257.5pp | 28.51%-9.4pp |
| Employer contribution / active EE | $11,852 | $3,191+271.4% | $4,644+155.2% | $2,270+422.1% |
| Participant deferral / active EE | $8,255 | $6,073+35.9% | $6,842+20.7% | $3,740+120.8% |
| Admin fee / account holder | $40 | $551-92.8% | $9,309-99.6% | $513-92.2% |