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 7-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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,376 | $34,934+21.3% | $56,411-24.9% | $74,495-43.1% |
| Participation rate | 58.5% | 32.8%+25.7pp | 52.5%+6.1pp | 67.2%-8.7pp |
| Annual return | 11.22% | 25.94%-14.7pp | 1701.33%-1690.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $919 | $609+50.9% | $1,039-11.5% | $2,623-65.0% |
| Participant deferral / active EE | $1,749 | $1,170+49.4% | $1,952-10.4% | $4,346-59.8% |
| Admin fee / account holder | $14 | $2,364-99.4% | $2,829-99.5% | $1,942-99.3% |