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 |
|---|---|---|
MORNINGSTAR5 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $750 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $750 |
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 | $76,349 | $51,355+48.7% | $90,951-16.1% | - |
| Participation rate | 85.9% | 56.3%+29.5pp | 69.0%+16.8pp | - |
| Annual return | 15.65% | 22.61%-7.0pp | 134.60%-119.0pp | - |
| Employer contribution / active EE | $1,234 | $901+36.9% | $2,122-41.8% | - |
| Participant deferral / active EE | $3,108 | $2,212+40.6% | $3,373-7.8% | - |
| Admin fee / account holder | $137 | $7,937-98.3% | $5,959-97.7% | - |