See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $579 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,952 | $73,638+48.0% | $95,952+13.5% | $73,488+48.3% |
| Participation rate | 72.3% | 76.2%-3.9pp | 77.1%-4.8pp | 70.7%+1.6pp |
| Annual return | 18.40% | 16.78%+1.6pp | 91.61%-73.2pp | 28.51%-10.1pp |
| Employer contribution / active EE | $3,045 | $1,863+63.4% | $2,541+19.8% | $2,270+34.1% |
| Participant deferral / active EE | $3,849 | $3,617+6.4% | $4,167-7.6% | $3,740+2.9% |
| Admin fee / account holder | $60 | $482-87.5% | $6,795-99.1% | $513-88.2% |