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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3300968 | Advisory (Participants) | $1,123 |
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 | $68,411 | $63,299+8.1% | $91,001-24.8% | $62,292+9.8% |
| Participation rate | 81.7% | 73.3%+8.4pp | 75.6%+6.1pp | 69.5%+12.2pp |
| Annual return | 20.79% | 20.99%-0.2pp | 4.60%+16.2pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,500 | $1,807-17.0% | $2,456-38.9% | $2,042-26.6% |
| Participant deferral / active EE | $4,403 | $2,943+49.6% | $3,547+24.1% | $3,169+38.9% |
| Admin fee / account holder | $49 | $468-89.5% | $5,417-99.1% | $479-89.8% |