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 | $1,733 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,660 | $71,516-73.9% | $98,439-81.0% | $71,457-73.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 11.21% | 32.41%-21.2pp | 21.16%-9.9pp | 28.85%-17.6pp |
| Employer contribution / active EE | $942 | $2,399-60.7% | $3,048-69.1% | $2,588-63.6% |
| Participant deferral / active EE | $2,046 | $4,109-50.2% | $4,738-56.8% | $4,289-52.3% |
| Admin fee / account holder | $20 | $1,675-98.8% | $8,948-99.8% | $1,587-98.7% |