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 RET INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,156 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,281 |
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 | $58,018 | $63,346-8.4% | $92,233-37.1% | $70,131-17.3% |
| Participation rate | 94.9% | 68.7%+26.2pp | 76.5%+18.4pp | 69.5%+25.4pp |
| Annual return | 12.92% | 530.12%-517.2pp | 176.28%-163.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,241 | $2,471-49.8% | $3,679-66.3% | $2,342-47.0% |
| Participant deferral / active EE | $2,187 | $2,854-23.4% | $3,897-43.9% | $3,332-34.4% |
| Admin fee / account holder | $144 | $3,840-96.3% | $5,194-97.2% | $4,645-96.9% |