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 FINANCIAL ADVISORS Service code 99 · EIN 22-3586199 | Other Fees | $6,067 |
Service code 49 | Other Services | $2,464 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $825 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $494 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,089 | $71,516-18.8% | $98,439-41.0% | $71,457-18.7% |
| Participation rate | 52.4% | 72.7%-20.3pp | 75.2%-22.7pp | 67.9%-15.5pp |
| Annual return | 15.62% | 32.41%-16.8pp | 21.16%-5.5pp | 28.85%-13.2pp |
| Employer contribution / active EE | $487 | $2,399-79.7% | $3,048-84.0% | $2,588-81.2% |
| Participant deferral / active EE | $1,847 | $4,109-55.0% | $4,738-61.0% | $4,289-56.9% |
| Admin fee / account holder | $1,093 | $1,675-34.7% | $8,948-87.8% | $1,587-31.1% |