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 INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,093 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,791 |
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 | $143,057 | $56,629+152.6% | $77,999+83.4% | $55,167+159.3% |
| Participation rate | 74.0% | 73.3%+0.7pp | 75.5%-1.5pp | 69.0%+5.0pp |
| Annual return | 8.21% | 2866.98%-2858.8pp | 425.96%-417.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,846 | $2,777+38.5% | $3,497+10.0% | $3,054+25.9% |
| Admin fee / account holder | $12 | $467-97.5% | $5,480-99.8% | $504-97.7% |