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 |
|---|---|---|
Service code 49 | Other Services | $2,205 |
MORNINGSTAR2 years Filed as: MORNING STAR Service code 27 | Advisory (Plan) | $54 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,134 | $65,061-59.8% | $143,757-81.8% | $66,914-60.9% |
| Participation rate | 94.9% | 65.2%+29.7pp | 80.3%+14.6pp | 69.8%+25.1pp |
| Annual return | -17.15% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,748 | $2,361+16.4% | $4,951-44.5% | $2,544+8.0% |
| Participant deferral / active EE | $3,124 | $2,919+7.0% | $5,637-44.6% | $4,237-26.3% |
| Admin fee / account holder | $88 | $502-82.5% | $14,673-99.4% | $593-85.2% |