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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Filed as: VOYA RET INSURANCE AND ANNUITY CO Service code 18 · EIN 71-0294708 | Custodial (other than securities) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,510 | $66,124-0.9% | $90,404-27.5% | $73,488-10.9% |
| Participation rate | 52.8% | 69.7%-16.8pp | 72.7%-19.8pp | 70.7%-17.8pp |
| Annual return | 15.86% | 17.65%-1.8pp | 1293.02%-1277.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,220 | $2,346-48.0% | $3,262-62.6% | $2,270-46.3% |
| Participant deferral / active EE | $2,030 | $3,039-33.2% | $3,963-48.8% | $3,740-45.7% |
| Admin fee / account holder | $27 | $396-93.3% | $5,611-99.5% | $513-94.8% |