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 ADVISORS, LLC Service code 26 · EIN 02-0488491 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $2,611 |
MORNINGSTAR8 years Service code 26 · EIN 36-4317381 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,829 | $49,915-10.2% | $154,803-71.0% | $74,304-39.7% |
| Participation rate | 40.3% | 54.0%-13.6pp | 78.1%-37.8pp | 60.3%-20.0pp |
| Annual return | 11.41% | 34.06%-22.6pp | 58.88%-47.5pp | 29.43%-18.0pp |
| Employer contribution / active EE | $965 | $1,611-40.1% | $4,305-77.6% | $2,241-57.0% |
| Participant deferral / active EE | $1,874 | $2,255-16.9% | $5,540-66.2% | $3,767-50.3% |
| Admin fee / account holder | $39 | $2,189-98.2% | $14,329-99.7% | $2,969-98.7% |