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 AND ANNUITY COMPANY Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $666 |
MORNINGSTAR7 years Service code 26 · EIN 36-4317381 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,419 | $55,415-27.1% | $155,509-74.0% | $74,495-45.7% |
| Participation rate | 32.6% | 61.9%-29.3pp | 78.2%-45.6pp | 67.2%-34.6pp |
| Annual return | 12.53% | 268.50%-256.0pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $760 | $2,267-66.5% | $4,672-83.7% | $2,623-71.0% |
| Participant deferral / active EE | $1,489 | $2,836-47.5% | $5,626-73.5% | $4,346-65.7% |
| Admin fee / account holder | $28 | $1,738-98.4% | $15,912-99.8% | $1,942-98.6% |