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) | $16,049 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,280 |
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 | $77,911 | $136,307-42.8% | $177,821-56.2% | $73,488+6.0% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.7%+10.9pp | 70.7%+27.9pp |
| Annual return | 16.74% | 18.68%-1.9pp | 48.32%-31.6pp | 28.51%-11.8pp |
| Employer contribution / active EE | $3,206 | $3,712-13.6% | $5,918-45.8% | $2,270+41.2% |
| Participant deferral / active EE | $5,514 | $5,829-5.4% | $7,714-28.5% | $3,740+47.5% |
| Admin fee / account holder | $52 | $596-91.3% | $12,427-99.6% | $513-89.9% |