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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,164 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $4,846 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 27 | Advisory (Plan) | $4,846 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $4,746 |
MORNINGSTAR7+ 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 | $42,415 | $31,310+35.5% | $53,898-21.3% | $74,304-42.9% |
| Participation rate | 95.5% | 30.7%+64.8pp | 55.0%+40.5pp | 60.3%+35.2pp |
| Annual return | 15.81% | 23.16%-7.4pp | 528.60%-512.8pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,900 | $450+322.4% | $932+103.9% | $2,241-15.2% |
| Participant deferral / active EE | $3,323 | $934+255.7% | $1,826+82.0% | $3,767-11.8% |
| Admin fee / account holder | $113 | $2,175-94.8% | $2,491-95.4% | $2,969-96.2% |