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 26 · EIN 71-0294708 | Advisory (Participants) | $2,634 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVSTMT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $126 |
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 | $30,041 | $44,873-33.1% | $79,464-62.2% | $56,287-46.6% |
| Participation rate | 87.6% | 68.7%+18.9pp | 73.3%+14.3pp | 69.9%+17.8pp |
| Annual return | -4.19% | 0.81%-5.0pp | 718.14%-722.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,951 | $2,140+84.7% | $2,800+41.1% | $2,111+87.2% |
| Participant deferral / active EE | $1,384 | $2,746-49.6% | $3,704-62.6% | $3,350-58.7% |
| Admin fee / account holder | $39 | $418-90.8% | $5,113-99.2% | $521-92.6% |