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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $19,363 | $36,916-47.5% | $156,549-87.6% | $57,658-66.4% |
| Participation rate | 88.3% | 63.4%+24.8pp | 84.0%+4.2pp | 70.2%+18.0pp |
| Annual return | 14.56% | 12.38%+2.2pp | 32.23%-17.7pp | 5.13%+9.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $6,642 | $1,926+244.9% | $4,871+36.4% | $3,061+117.0% |
| Admin fee / account holder | $17 | $82-79.0% | $13,027-99.9% | $95-81.7% |