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 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,553 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 | Advisory (Plan) | $5,439 |
Filed as: VOYA RETIRMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 P. O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
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 | $106,986 | $75,183+42.3% | $123,892-13.6% | $55,167+93.9% |
| Participation rate | 95.7% | 72.8%+22.8pp | 81.4%+14.2pp | 69.0%+26.7pp |
| Annual return | 111.88% | 19.01%+92.9pp | 47.52%+64.4pp | 169.23%-57.3pp |
| Employer contribution / active EE | $1,837 | $2,823-34.9% | $4,617-60.2% | $1,963-6.4% |
| Participant deferral / active EE | $5,502 | $5,084+8.2% | $5,984-8.1% | $3,054+80.2% |
| Admin fee / account holder | $13 | $663-98.1% | $8,357-99.8% | $504-97.5% |