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 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,706 | $75,183-75.1% | $123,892-84.9% | $55,167-66.1% |
| Participation rate | 91.3% | 72.8%+18.5pp | 81.4%+9.9pp | 69.0%+22.3pp |
| Annual return | 8.62% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $4,059 | $2,823+43.8% | $4,617-12.1% | $1,963+106.8% |
| Participant deferral / active EE | $2,908 | $5,084-42.8% | $5,984-51.4% | $3,054-4.8% |
| Admin fee / account holder | $21 | $663-96.9% | $8,357-99.8% | $504-95.9% |