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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $36,635 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,385 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $8,385 |
Filed as: VOYA RETIREMENT INS & ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,616 | $65,908-15.6% | $81,812-32.0% | $77,643-28.4% |
| Participation rate | 79.0% | 65.8%+13.2pp | 72.3%+6.7pp | 70.6%+8.4pp |
| Annual return | 12.32% | 26.64%-14.3pp | 773.79%-761.5pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,636 | $2,370-31.0% | $2,912-43.8% | $2,726-40.0% |
| Participant deferral / active EE | $2,869 | $3,505-18.2% | $4,319-33.6% | $4,647-38.3% |
| Admin fee / account holder | $121 | $526-77.0% | $7,386-98.4% | $430-71.8% |