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 | $1,982 |
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 | $23,493 | $78,485-70.1% | $106,213-77.9% | $74,495-68.5% |
| Participation rate | 97.6% | 72.8%+24.8pp | 75.3%+22.3pp | 67.2%+30.4pp |
| Annual return | 9.02% | 15.95%-6.9pp | 116.14%-107.1pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $955 | $2,523-62.1% | $3,171-69.9% | $2,623-63.6% |
| Participant deferral / active EE | $2,665 | $4,322-38.4% | $5,016-46.9% | $4,346-38.7% |
| Admin fee / account holder | $40 | $2,232-98.2% | $11,033-99.6% | $1,942-97.9% |