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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $126,738 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $94,847 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $21,985 |
Service code 99 · EIN 47-1893692 | Other Fees | $19,600 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 99 · EIN 71-0294708 | Other Fees | $11,978 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,410 | $98,727+120.2% | $113,168+92.1% | $85,563+154.1% |
| Participation rate | 99.2% | 80.8%+18.3pp | 76.6%+22.6pp | 66.0%+33.2pp |
| Annual return | 16.27% | 17.43%-1.2pp | 24.27%-8.0pp | 31.51%-15.2pp |
| Employer contribution / active EE | $6,329 | $2,907+117.7% | $2,975+112.7% | $2,654+138.5% |
| Participant deferral / active EE | $11,726 | $5,424+116.2% | $5,107+129.6% | $4,375+168.0% |
| Admin fee / account holder | $158 | $357-55.7% | $12,068-98.7% | $834-81.1% |