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 INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,851 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $3,353 |
PHILLIPS SECURITIES INSURANCE1+ years Service code 26 · EIN 73-1360273 | Advisory (Participants) | $2,411 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,258 | $39,859-26.6% | $78,689-62.8% | $57,658-49.3% |
| Participation rate | 86.2% | 66.1%+20.2pp | 73.6%+12.7pp | 70.2%+16.0pp |
| Annual return | 7.76% | 18.96%-11.2pp | 62.18%-54.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,322 | $1,786-26.0% | $2,851-53.6% | $1,974-33.0% |
| Participant deferral / active EE | $2,499 | $2,248+11.2% | $3,517-28.9% | $3,061-18.3% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |