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 INSUARNCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $53 |
MORNINGSTAR2 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $52 |
Filed as: VOYA RETIREMENT LIFE INSURANCE AND Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,911 | $55,453-29.8% | $170,442-77.2% | $62,292-37.5% |
| Participation rate | 63.1% | 66.4%-3.2pp | 83.6%-20.5pp | 69.5%-6.4pp |
| Annual return | 24.41% | 21.38%+3.0pp | 205.93%-181.5pp | 28.90%-4.5pp |
| Employer contribution / active EE | $717 | $2,164-66.9% | $5,433-86.8% | $2,042-64.9% |
| Participant deferral / active EE | $1,900 | $2,303-17.5% | $4,939-61.5% | $3,169-40.0% |
| Admin fee / account holder | $9 | $455-97.9% | $13,880-99.9% | $479-98.0% |