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 |
|---|---|---|
MORNINGSTAR4 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $772 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $772 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,807 | $58,512+12.5% | $84,015-21.7% | $72,985-9.8% |
| Participation rate | 81.6% | 61.2%+20.4pp | 69.0%+12.6pp | 69.5%+12.1pp |
| Annual return | 24.28% | 28.93%-4.6pp | 71.31%-47.0pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,092 | $1,163-6.1% | $1,983-44.9% | $2,440-55.2% |
| Participant deferral / active EE | $2,704 | $2,394+12.9% | $3,239-16.5% | $3,607-25.1% |
| Admin fee / account holder | $123 | $4,569-97.3% | $6,101-98.0% | $5,124-97.6% |