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 27 · EIN 71-0294708 | Advisory (Plan) | $9,628 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,428 |
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 | $43,945 | $48,471-9.3% | $182,532-75.9% | $67,579-35.0% |
| Participation rate | 70.3% | 67.2%+3.2pp | 78.0%-7.6pp | 71.3%-0.9pp |
| Annual return | 21.95% | 31.08%-9.1pp | 148.54%-126.6pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,020 | $1,461-30.2% | $4,076-75.0% | $2,148-52.5% |
| Participant deferral / active EE | $2,166 | $3,324-34.8% | $5,524-60.8% | $3,539-38.8% |
| Admin fee / account holder | $11 | $151-93.0% | $8,592-99.9% | $142-92.6% |