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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,432 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,432 |
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 | $64,333 | $54,320+18.4% | $67,652-4.9% | $52,331+22.9% |
| Participation rate | 74.1% | 73.6%+0.5pp | 75.7%-1.6pp | 68.1%+6.0pp |
| Annual return | -0.20% | 6.81%-7.0pp | 6625.04%-6625.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,693 | $1,544+9.6% | $2,266-25.3% | $1,882-10.0% |
| Participant deferral / active EE | $3,376 | $2,950+14.4% | $3,560-5.2% | $3,022+11.7% |
| Admin fee / account holder | $19 | $527-96.3% | $4,821-99.6% | $592-96.7% |