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 Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $20,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,204 | $47,126-44.4% | $149,673-82.5% | $74,419-64.8% |
| Participation rate | 31.2% | 63.4%-32.2pp | 78.8%-47.6pp | 70.7%-39.6pp |
| Annual return | 20.28% | 22.75%-2.5pp | 134.42%-114.1pp | 34.38%-14.1pp |
| Employer contribution / active EE | $417 | $1,905-78.1% | $4,818-91.4% | $2,637-84.2% |
| Participant deferral / active EE | $1,412 | $2,728-48.2% | $5,680-75.1% | $4,528-68.8% |
| Admin fee / account holder | $181 | $343-47.1% | $13,210-98.6% | $348-47.9% |