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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $74,018 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $23,792 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $15,482 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,100 | $129,021-23.2% | $184,203-46.2% | $77,643+27.6% |
| Participation rate | 97.5% | 87.3%+10.2pp | 86.8%+10.7pp | 70.6%+27.0pp |
| Annual return | 15.20% | 33.27%-18.1pp | 28.81%-13.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $3,751 | $4,413-15.0% | $6,427-41.6% | $2,726+37.6% |
| Participant deferral / active EE | $11,500 | $7,297+57.6% | $9,131+25.9% | $4,647+147.5% |
| Admin fee / account holder | $86 | $254-66.0% | $13,901-99.4% | $430-80.0% |