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 |
|---|---|---|
MORNINGSTAR3+ years Service code 26 | Advisory (Participants) | $4,222 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $159,524 | $89,739+77.8% | $149,718+6.5% | $62,292+156.1% |
| Participation rate | 94.9% | 85.1%+9.8pp | 87.1%+7.9pp | 69.5%+25.4pp |
| Annual return | 14.85% | 21.01%-6.2pp | 1501.63%-1486.8pp | 28.90%-14.0pp |
| Employer contribution / active EE | $3,710 | $3,233+14.8% | $5,445-31.9% | $2,042+81.7% |
| Participant deferral / active EE | $3,510 | $4,797-26.8% | $6,569-46.6% | $3,169+10.8% |
| Admin fee / account holder | $44 | $551-92.1% | $11,283-99.6% | $479-90.9% |