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 | $1,669 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,585 | $72,607-77.2% | $90,749-81.7% | $66,914-75.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -11.51% | -12.28%+0.8pp | -12.16%+0.7pp | 1.58%-13.1pp |
| Employer contribution / active EE | $965 | $2,369-59.2% | $2,921-66.9% | $2,544-62.1% |
| Participant deferral / active EE | $2,006 | $3,977-49.6% | $4,564-56.1% | $4,237-52.7% |
| Admin fee / account holder | $28 | $707-96.1% | $8,445-99.7% | $593-95.3% |