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 |
|---|---|---|
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $14,085 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $14,085 |
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 | $119,206 | $66,528+79.2% | $86,874+37.2% | $86,799+37.3% |
| Participation rate | 75.2% | 72.4%+2.8pp | 71.6%+3.6pp | 72.3%+2.9pp |
| Annual return | 15.26% | 19.56%-4.3pp | 63.52%-48.3pp | 97.91%-82.6pp |
| Employer contribution / active EE | $1,376 | $2,007-31.4% | $2,495-44.9% | $2,405-42.8% |
| Participant deferral / active EE | $4,639 | $3,240+43.2% | $3,699+25.4% | $4,131+12.3% |
| Admin fee / account holder | $5 | $148-96.8% | $5,828-99.9% | $170-97.2% |