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 9-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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $3,346 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,171 | $47,456-13.2% | $172,739-76.2% | $77,787-47.1% |
| Participation rate | 67.2% | 66.3%+0.9pp | 82.6%-15.5pp | 73.2%-6.0pp |
| Annual return | 18.97% | 35.57%-16.6pp | 802.84%-783.9pp | 32.57%-13.6pp |
| Employer contribution / active EE | $605 | $1,574-61.6% | $5,143-88.2% | $2,504-75.9% |
| Participant deferral / active EE | $2,519 | $2,560-1.6% | $5,198-51.5% | $3,967-36.5% |
| Admin fee / account holder | $35 | $81-56.7% | $13,954-99.7% | $100-65.0% |