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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,862 |
Filed as: VOYA RET INSURANCE AND ANNUITY CO Service code 99 · EIN 71-0294708 | Other Fees | $650 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,552 | $46,297+89.1% | $71,671+22.2% | $62,292+40.6% |
| Participation rate | 55.7% | 60.6%-5.0pp | 68.7%-13.1pp | 69.5%-13.9pp |
| Annual return | 13.76% | 22.32%-8.6pp | 20.65%-6.9pp | 28.90%-15.1pp |
| Employer contribution / active EE | $214 | $1,412-84.8% | $2,460-91.3% | $2,042-89.5% |
| Participant deferral / active EE | $1,380 | $2,235-38.3% | $3,438-59.9% | $3,169-56.5% |
| Admin fee / account holder | $222 | $461-51.9% | $5,558-96.0% | $479-53.8% |