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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $9,782 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,975 |
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 | $40,181 | $54,237-25.9% | $90,281-55.5% | $67,579-40.5% |
| Participation rate | 76.6% | 68.6%+8.0pp | 73.3%+3.4pp | 71.3%+5.4pp |
| Annual return | 21.59% | 37.27%-15.7pp | 78.10%-56.5pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,367 | $1,846-25.9% | $2,854-52.1% | $2,148-36.3% |
| Participant deferral / active EE | $2,293 | $2,625-12.7% | $3,885-41.0% | $3,539-35.2% |
| Admin fee / account holder | $80 | $123-35.4% | $5,351-98.5% | $142-44.0% |