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 RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $9,138 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,236 | $56,503+63.2% | $70,092+31.6% | $64,808+42.3% |
| Participation rate | 73.6% | 70.5%+3.1pp | 70.5%+3.1pp | 71.5%+2.2pp |
| Annual return | -15.44% | -13.44%-2.0pp | 190.73%-206.2pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,501 | $2,046-26.6% | $2,559-41.3% | $2,506-40.1% |
| Participant deferral / active EE | $5,094 | $3,389+50.3% | $3,849+32.4% | $4,310+18.2% |
| Admin fee / account holder | $6 | $160-96.5% | $6,267-99.9% | $188-97.0% |