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 |
|---|---|---|
RETIREMENT BENEFIT SOLUTIONS3 years Service code 49 · EIN 71-0294708 | Other Services | $16,790 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,377 |
Filed as: VOYA RETIREMENT INSURANCE / ANNUITY Service code 64 | Recordkeeping Fees | $1,514 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,282 | $91,762-23.4% | $67,502+4.1% | $77,643-9.5% |
| Participation rate | 95.1% | 75.9%+19.2pp | 72.9%+22.3pp | 70.6%+24.6pp |
| Annual return | 16.55% | 14.87%+1.7pp | 3512.12%-3495.6pp | 31.24%-14.7pp |
| Employer contribution / active EE | $3,646 | $3,181+14.6% | $2,731+33.5% | $2,726+33.8% |
| Participant deferral / active EE | $10,734 | $3,903+175.0% | $4,000+168.4% | $4,647+131.0% |
| Admin fee / account holder | $18 | $176-89.8% | $3,998-99.5% | $430-95.8% |