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 64 · EIN 71-0294708 | Recordkeeping Fees | $55,849 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,116 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $7,500 |
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 | $55,278 | $47,648+16.0% | $130,648-57.7% | $67,579-18.2% |
| Participation rate | 98.0% | 60.4%+37.6pp | 71.7%+26.3pp | 71.3%+26.7pp |
| Annual return | 27.88% | 25.73%+2.1pp | 1708.96%-1681.1pp | 378.56%-350.7pp |
| Employer contribution / active EE | $1,853 | $1,408+31.6% | $4,092-54.7% | $2,148-13.7% |
| Participant deferral / active EE | $5,571 | $2,616+112.9% | $3,603+54.6% | $3,539+57.4% |
| Admin fee / account holder | $146 | $105+39.2% | $5,464-97.3% | $142+2.7% |