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 |
|---|---|---|
NMWMC1 year Service code 99 · EIN 39-2018056 | Other Fees | $11,171 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,542 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $831 |
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 | $104,264 | $63,114+65.2% | $92,893+12.2% | $65,185+60.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 23.37% | 28.75%-5.4pp | 109.41%-86.0pp | 29.38%-6.0pp |
| Employer contribution / active EE | $3,691 | $2,571+43.6% | $3,653+1.1% | $2,177+69.6% |
| Participant deferral / active EE | $7,991 | $3,108+157.1% | $4,236+88.6% | $3,514+127.4% |
| Admin fee / account holder | $41 | $624-93.4% | $5,794-99.3% | $847-95.2% |