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) | $15,589 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,414 |
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 | $66,446 | $98,982-32.9% | $162,163-59.0% | $65,185+1.9% |
| Participation rate | 95.8% | 85.8%+10.0pp | 87.6%+8.2pp | 70.2%+25.6pp |
| Annual return | 22.61% | 24.84%-2.2pp | 115.59%-93.0pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,888 | $3,467-16.7% | $5,614-48.5% | $2,177+32.7% |
| Participant deferral / active EE | $4,646 | $5,384-13.7% | $7,298-36.3% | $3,514+32.2% |
| Admin fee / account holder | $65 | $596-89.1% | $10,843-99.4% | $847-92.3% |