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 Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,300 |
Filed as: VOYA RET INSURANCE AND ANNUITY CO 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 | $70,276 | $72,277-2.8% | $101,248-30.6% | $79,858-12.0% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.8%+22.2pp | 69.6%+28.3pp |
| Annual return | 11.94% | 22.30%-10.4pp | 46.47%-34.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,130 | $2,692+16.3% | $3,660-14.5% | $2,471+26.7% |
| Participant deferral / active EE | $3,514 | $3,282+7.1% | $4,370-19.6% | $3,740-6.0% |
| Admin fee / account holder | $193 | $4,400-95.6% | $5,945-96.8% | $5,306-96.4% |