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 |
|---|---|---|
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,308 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $464,296 | $105,181+341.4% | $159,436+191.2% | $85,850+440.8% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 21.77% | 45.07%-23.3pp | 263.57%-241.8pp | 318.53%-296.8pp |
| Employer contribution / active EE | $10,676 | $3,318+221.7% | $4,829+121.1% | $2,565+316.2% |
| Participant deferral / active EE | $12,784 | $5,945+115.0% | $7,352+73.9% | $3,952+223.5% |
| Admin fee / account holder | $32 | $6,933-99.5% | $10,799-99.7% | $6,260-99.5% |