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 7-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 |
|---|---|---|
Service code 99 · EIN 20-1954239 | Other Fees | $7,690 |
Filed as: VOYA RETIREMENT INSURANCE CO. Service code 27 | Advisory (Plan) | $4,395 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,502 |
Filed as: VOYA RETIREMENT INSURANCE Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,124 | $39,286+4.7% | $80,716-49.1% | $79,386-48.2% |
| Participation rate | 98.2% | 41.0%+57.2pp | 54.2%+44.0pp | 70.7%+27.5pp |
| Annual return | 19.73% | 98.95%-79.2pp | 87.28%-67.5pp | 116.85%-97.1pp |
| Employer contribution / active EE | $1,942 | $594+227.0% | $1,160+67.4% | $2,427-20.0% |
| Participant deferral / active EE | $3,674 | $1,264+190.7% | $2,146+71.2% | $4,046-9.2% |
| Admin fee / account holder | $83 | $647-87.2% | $3,380-97.6% | $626-86.8% |