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 INS AND ANNUITY CO Service code 49 | Other Services | $1,529 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,605 | $79,428-76.6% | $106,548-82.5% | $79,386-76.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 10.67% | 18.27%-7.6pp | 26.80%-16.1pp | 116.85%-106.2pp |
| Employer contribution / active EE | $1,016 | $2,234-54.5% | $2,819-63.9% | $2,427-58.1% |
| Participant deferral / active EE | $2,068 | $3,823-45.9% | $4,398-53.0% | $4,046-48.9% |
| Admin fee / account holder | $28 | $523-94.7% | $7,407-99.6% | $626-95.5% |