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+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1 |
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 | $60,765 | $77,634-21.7% | $156,549-61.2% | $62,891-3.4% |
| Participation rate | 89.0% | 71.2%+17.8pp | 84.0%+5.0pp | 69.3%+19.7pp |
| Annual return | 6.69% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,373 | $3,444-31.1% | $5,501-56.9% | $2,281+4.0% |
| Participant deferral / active EE | $5,344 | $3,045+75.5% | $4,871+9.7% | $3,203+66.8% |
| Admin fee / account holder | $26 | $5,561-99.5% | $13,027-99.8% | $4,296-99.4% |