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 |
|---|---|---|
MORNINGSTAR3 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $140 |
LPL FINANCIAL2 years Service code 99 · EIN 04-3046611 | Other Fees | $0 |
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 | $27,703 | $76,367-63.7% | $93,606-70.4% | $72,985-62.0% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.5%+10.5pp |
| Annual return | 17.82% | 25.82%-8.0pp | 32.76%-14.9pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,045 | $2,275-54.1% | $2,718-61.6% | $2,440-57.2% |
| Participant deferral / active EE | $1,812 | $3,538-48.8% | $4,069-55.5% | $3,607-49.8% |
| Admin fee / account holder | $29 | $6,838-99.6% | $7,888-99.6% | $5,124-99.4% |