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 27 · EIN 36-3297908 | Advisory (Plan) | $550 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $550 |
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 | $87,163 | $58,083+50.1% | $80,019+8.9% | $56,287+54.9% |
| Participation rate | 85.1% | 73.6%+11.5pp | 75.8%+9.2pp | 69.9%+15.2pp |
| Annual return | -4.17% | 34.61%-38.8pp | 11.22%-15.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,025 | $1,932-47.0% | $2,468-58.5% | $2,111-51.5% |
| Participant deferral / active EE | $4,364 | $3,135+39.2% | $3,686+18.4% | $3,350+30.3% |
| Admin fee / account holder | $25 | $623-96.0% | $6,521-99.6% | $521-95.2% |