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 year Service code 26 · EIN 36-4317381 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $40 |
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $40 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,072 | $47,977-60.2% | $154,107-87.6% | $56,287-66.1% |
| Participation rate | 32.0% | 66.2%-34.2pp | 83.0%-51.0pp | 69.9%-37.9pp |
| Annual return | 10.69% | 3.54%+7.2pp | 735.12%-724.4pp | -9.96%+20.6pp |
| Employer contribution / active EE | $542 | $2,169-75.0% | $5,298-89.8% | $2,111-74.3% |
| Participant deferral / active EE | $1,116 | $2,392-53.4% | $5,081-78.0% | $3,350-66.7% |
| Admin fee / account holder | $67 | $438-84.7% | $13,411-99.5% | $521-87.2% |