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 9-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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $1,348 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $2 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,337 | $38,925-55.5% | $73,843-76.5% | $55,191-68.6% |
| Participation rate | 76.4% | 66.0%+10.3pp | 73.4%+2.9pp | 69.2%+7.2pp |
| Annual return | 6.79% | 6.31%+0.5pp | 2267.84%-2261.1pp | 10.78%-4.0pp |
| Employer contribution / active EE | $435 | $1,695-74.3% | $2,787-84.4% | $1,899-77.1% |
| Participant deferral / active EE | $246 | $2,351-89.5% | $3,583-93.1% | $3,046-91.9% |
| Admin fee / account holder | $145 | $83+75.3% | $4,880-97.0% | $91+60.0% |