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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $1,340 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $186,732 | $75,183+148.4% | $123,892+50.7% | $55,167+238.5% |
| Participation rate | 67.5% | 72.8%-5.3pp | 81.4%-13.9pp | 69.0%-1.4pp |
| Annual return | 15.41% | 19.01%-3.6pp | 47.52%-32.1pp | 169.23%-153.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $9,007 | $5,084+77.2% | $5,984+50.5% | $3,054+194.9% |
| Admin fee / account holder | $365 | $663-44.9% | $8,357-95.6% | $504-27.6% |