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 & ANNUITY INS CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,699 | $46,292-55.3% | $143,757-85.6% | $64,808-68.1% |
| Participation rate | 29.1% | 64.2%-35.1pp | 80.3%-51.2pp | 71.5%-42.4pp |
| Annual return | -19.61% | -10.05%-9.6pp | -0.04%-19.6pp | 32.82%-52.4pp |
| Employer contribution / active EE | $365 | $1,910-80.9% | $4,951-92.6% | $2,506-85.4% |
| Participant deferral / active EE | $1,176 | $2,646-55.6% | $5,637-79.1% | $4,310-72.7% |
| Admin fee / account holder | $152 | $154-1.5% | $14,673-99.0% | $188-19.3% |