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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3300914 | Advisory (Participants) | $266 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $266 |
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 | $62,448 | $52,884+18.1% | $84,750-26.3% | $55,167+13.2% |
| Participation rate | 76.3% | 67.5%+8.8pp | 76.6%-0.3pp | 69.0%+7.3pp |
| Annual return | 7.83% | 18.03%-10.2pp | 22.78%-15.0pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,630 | $2,233-27.0% | $3,574-54.4% | $1,963-16.9% |
| Participant deferral / active EE | $3,640 | $2,644+37.7% | $3,712-1.9% | $3,054+19.2% |
| Admin fee / account holder | $15 | $581-97.3% | $5,332-99.7% | $504-96.9% |