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 99 · EIN 47-1411118 | Other Fees | $17,833 |
Filed as: VOYA RETIREMENT INS AND ANNUTY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,980 | $65,435-55.7% | $86,677-66.6% | $66,914-56.7% |
| Participation rate | 85.5% | 75.5%+10.1pp | 76.6%+9.0pp | 69.8%+15.7pp |
| Annual return | -15.64% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,766 | $2,153-18.0% | $2,836-37.7% | $2,544-30.6% |
| Participant deferral / active EE | $3,037 | $4,100-25.9% | $4,656-34.8% | $4,237-28.3% |
| Admin fee / account holder | $38 | $642-94.0% | $7,493-99.5% | $593-93.6% |