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 36-3300968 | Advisory (Participants) | $981 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,019 | $56,629-1.1% | $77,999-28.2% | $55,167+1.5% |
| Participation rate | 77.1% | 73.3%+3.8pp | 75.5%+1.6pp | 69.0%+8.2pp |
| Annual return | 10.08% | 2866.98%-2856.9pp | 425.96%-415.9pp | 169.23%-159.1pp |
| Employer contribution / active EE | $1,459 | $1,723-15.3% | $2,470-40.9% | $1,963-25.7% |
| Participant deferral / active EE | $3,972 | $2,777+43.0% | $3,497+13.6% | $3,054+30.0% |
| Admin fee / account holder | $67 | $467-85.6% | $5,480-98.8% | $504-86.7% |