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 |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,288 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,443 | $37,044-44.8% | $71,796-71.5% | $57,658-64.5% |
| Participation rate | 69.3% | 61.1%+8.2pp | 69.1%+0.2pp | 70.2%-0.9pp |
| Annual return | 6.85% | 12.64%-5.8pp | 78.04%-71.2pp | 5.13%+1.7pp |
| Employer contribution / active EE | $262 | $720-63.6% | $1,924-86.4% | $1,974-86.7% |
| Participant deferral / active EE | $2,224 | $1,974+12.6% | $2,794-20.4% | $3,061-27.3% |
| Admin fee / account holder | $64 | $101-37.0% | $4,815-98.7% | $95-32.7% |