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 INS AND ANNUITY CO. Service code 27 | Advisory (Plan) | $4,753 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $4,593 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $4,015 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,451 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 99 · EIN 39-1816008 | Other Fees | $450 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,501 | $34,934+18.8% | $56,411-26.4% | $74,495-44.3% |
| Participation rate | 92.8% | 32.8%+59.9pp | 52.5%+40.3pp | 67.2%+25.6pp |
| Annual return | 16.13% | 25.94%-9.8pp | 1701.33%-1685.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,596 | $609+162.0% | $1,039+53.6% | $2,623-39.2% |
| Participant deferral / active EE | $2,945 | $1,170+151.6% | $1,952+50.9% | $4,346-32.2% |
| Admin fee / account holder | $100 | $2,364-95.8% | $2,829-96.5% | $1,942-94.9% |