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 |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $56 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $25,715 | $67,411-61.9% | $91,001-71.7% | $70,131-63.3% |
| Participation rate | 75.6% | 71.4%+4.2pp | 75.6%0pp | 69.5%+6.0pp |
| Annual return | 15.72% | -40.16%+55.9pp | 4.60%+11.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,002 | $1,786-43.9% | $2,456-59.2% | $2,342-57.2% |
| Participant deferral / active EE | $1,584 | $2,823-43.9% | $3,547-55.3% | $3,332-52.4% |
| Admin fee / account holder | $24 | $4,236-99.4% | $5,417-99.5% | $4,645-99.5% |