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 27 | Advisory (Plan) | $13,869 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,507 |
Service code 49 · EIN 27-0293282 | Other Services | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,328 | $79,171+17.9% | $102,423-8.9% | $74,495+25.3% |
| Participation rate | 97.6% | 74.8%+22.8pp | 76.5%+21.2pp | 67.2%+30.4pp |
| Annual return | 12.66% | 54.93%-42.3pp | 29.32%-16.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,063 | $2,362-55.0% | $3,023-64.8% | $2,623-59.5% |
| Participant deferral / active EE | $4,774 | $4,415+8.1% | $5,053-5.5% | $4,346+9.9% |
| Admin fee / account holder | $438 | $2,001-78.1% | $9,451-95.4% | $1,942-77.4% |