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 AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $43,120 |
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,327 | $91,407-23.1% | $135,903-48.3% | $71,457-1.6% |
| Participation rate | 56.0% | 75.7%-19.7pp | 81.9%-25.9pp | 67.9%-11.9pp |
| Annual return | 19.37% | 29.90%-10.5pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,001 | $3,703-46.0% | $4,856-58.8% | $2,588-22.7% |
| Participant deferral / active EE | $4,676 | $7,092-34.1% | $7,758-39.7% | $4,289+9.0% |
| Admin fee / account holder | $407 | $1,266-67.8% | $10,762-96.2% | $1,587-74.3% |