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 8-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 INS & ANNUITY CO Service code 27 | Advisory (Plan) | $842 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 49 | Other Services | $3 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 64 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $43,251 | $122,239-64.6% | $184,200-76.5% | $74,546-42.0% |
| Participation rate | 49.2% | 85.5%-36.3pp | 86.8%-37.7pp | 67.2%-18.0pp |
| Annual return | 13.88% | 19.95%-6.1pp | 28.80%-14.9pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $1,657 | $4,537-63.5% | $6,424-74.2% | $2,624-36.9% |
| Participant deferral / active EE | $3,931 | $7,139-44.9% | $9,132-57.0% | $4,347-9.6% |
| Admin fee / account holder | $525 | $1,260-58.3% | $13,907-96.2% | $1,944-73.0% |