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 INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,164 |
RETIREMENT BENEFIT SOLUTIONS8 years Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 49 | Other Services | $861 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $301 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,974 | $61,272-87.0% | $149,673-94.7% | $71,457-88.8% |
| Participation rate | 79.4% | 62.5%+16.9pp | 78.8%+0.6pp | 67.9%+11.5pp |
| Annual return | 18.03% | 35.85%-17.8pp | 134.42%-116.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $1,299 | $2,378-45.4% | $4,818-73.0% | $2,588-49.8% |
| Participant deferral / active EE | $3,772 | $2,917+29.3% | $5,680-33.6% | $4,289-12.1% |
| Admin fee / account holder | $25 | $1,261-98.0% | $13,210-99.8% | $1,587-98.4% |