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) | $31,200 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,004 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $9,004 |
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 | $58,155 | $61,058-4.8% | $71,209-18.3% | $85,563-32.0% |
| Participation rate | 77.4% | 58.6%+18.8pp | 73.8%+3.7pp | 66.0%+11.4pp |
| Annual return | 14.66% | 100.41%-85.7pp | 282.51%-267.9pp | 31.51%-16.9pp |
| Employer contribution / active EE | $1,598 | $2,199-27.3% | $2,721-41.3% | $2,654-39.8% |
| Participant deferral / active EE | $2,987 | $3,173-5.8% | $4,175-28.4% | $4,375-31.7% |
| Admin fee / account holder | $131 | $855-84.7% | $5,349-97.5% | $834-84.3% |