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 |
|---|---|---|
MORNINGSTAR6 years Service code 26 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $226 |
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,177 | $61,272-45.9% | $149,673-77.8% | $71,457-53.6% |
| Participation rate | 39.4% | 62.5%-23.1pp | 78.8%-39.4pp | 67.9%-28.5pp |
| Annual return | 12.15% | 35.85%-23.7pp | 134.42%-122.3pp | 28.85%-16.7pp |
| Employer contribution / active EE | $837 | $2,378-64.8% | $4,818-82.6% | $2,588-67.7% |
| Participant deferral / active EE | $1,504 | $2,917-48.4% | $5,680-73.5% | $4,289-64.9% |
| Admin fee / account holder | $12 | $1,261-99.0% | $13,210-99.9% | $1,587-99.2% |