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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 99 · EIN 71-0294708 | Other Fees | $63,236 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $179,873 | $101,317+77.5% | $146,958+22.4% | $74,495+141.5% |
| Participation rate | 87.7% | 75.5%+12.2pp | 82.2%+5.5pp | 67.2%+20.5pp |
| Annual return | 12.69% | 8730.91%-8718.2pp | 418.34%-405.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $3,672 | $3,810-3.6% | $4,933-25.6% | $2,623+40.0% |
| Participant deferral / active EE | $8,412 | $7,303+15.2% | $8,070+4.2% | $4,346+93.6% |
| Admin fee / account holder | $260 | $1,739-85.0% | $12,998-98.0% | $1,942-86.6% |