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) | $10,555 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,655 |
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 | $48,997 | $56,152-12.7% | $185,823-73.6% | $73,409-33.3% |
| Participation rate | 70.4% | 67.6%+2.9pp | 78.0%-7.6pp | 72.2%-1.8pp |
| Annual return | 14.90% | 17.59%-2.7pp | 35.95%-21.0pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,043 | $1,532-31.9% | $4,087-74.5% | $2,234-53.3% |
| Participant deferral / active EE | $2,118 | $3,659-42.1% | $5,632-62.4% | $3,805-44.3% |
| Admin fee / account holder | $13 | $132-90.5% | $9,500-99.9% | $158-92.1% |