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 |
|---|---|---|
Service code 49 · EIN 13-3180178 | Other Services | $6,142 |
Service code 99 | Other Fees | $3,947 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,973 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,499 | $73,867+15.7% | $143,757-40.5% | $68,494+24.8% |
| Participation rate | 98.9% | 66.7%+32.2pp | 80.3%+18.6pp | 67.9%+31.0pp |
| Annual return | -18.23% | 1.01%-19.2pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $5,728 | $3,184+79.9% | $4,951+15.7% | $2,596+120.6% |
| Participant deferral / active EE | $5,082 | $3,384+50.2% | $5,637-9.8% | $4,027+26.2% |
| Admin fee / account holder | $26 | $5,755-99.6% | $14,673-99.8% | $5,403-99.5% |