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 |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-4317381 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $57 |
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $57 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,625 | $52,953-49.7% | $172,739-84.6% | $65,185-59.2% |
| Participation rate | 34.9% | 66.2%-31.3pp | 82.6%-47.8pp | 70.2%-35.3pp |
| Annual return | 33.74% | 30.12%+3.6pp | 802.84%-769.1pp | 29.38%+4.4pp |
| Employer contribution / active EE | $581 | $2,190-73.5% | $5,143-88.7% | $2,177-73.3% |
| Participant deferral / active EE | $1,202 | $2,471-51.3% | $5,198-76.9% | $3,514-65.8% |
| Admin fee / account holder | $27 | $472-94.2% | $13,954-99.8% | $847-96.8% |