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 36-3300622 | Advisory (Participants) | $61 |
Filed as: VOYA RETIREMENT INSUARNCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $61 |
Filed as: VOYA RETIREMENT LIFE INSURANCE AND 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 | $29,091 | $46,732-37.8% | $156,549-81.4% | $55,167-47.3% |
| Participation rate | 73.5% | 65.8%+7.7pp | 84.0%-10.5pp | 69.0%+4.5pp |
| Annual return | 8.27% | 17.72%-9.5pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $558 | $2,105-73.5% | $5,501-89.9% | $1,963-71.6% |
| Participant deferral / active EE | $1,555 | $2,204-29.5% | $4,871-68.1% | $3,054-49.1% |
| Admin fee / account holder | $24 | $418-94.2% | $13,027-99.8% | $504-95.1% |