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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,209 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $4,029 |
Filed as: VOYA RETIREMENT INSURANCE CO. Service code 27 | Advisory (Plan) | $4,029 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,081 | $27,839+61.9% | $58,482-22.9% | $71,457-36.9% |
| Participation rate | 94.7% | 34.5%+60.2pp | 50.9%+43.8pp | 67.9%+26.8pp |
| Annual return | 18.99% | 26.81%-7.8pp | 4239.32%-4220.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,260 | $631+258.3% | $1,053+114.6% | $2,588-12.7% |
| Participant deferral / active EE | $3,797 | $1,206+214.8% | $1,924+97.4% | $4,289-11.5% |
| Admin fee / account holder | $80 | $1,641-95.1% | $2,516-96.8% | $1,587-95.0% |