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 |
|---|---|---|
Service code 99 · EIN 33-0128386 | Other Fees | $6,125 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,271 | $58,083-6.6% | $80,019-32.2% | $56,287-3.6% |
| Participation rate | 69.5% | 73.6%-4.1pp | 75.8%-6.3pp | 69.9%-0.4pp |
| Annual return | 91.84% | 34.61%+57.2pp | 11.22%+80.6pp | -9.96%+101.8pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,088 | $3,135-33.4% | $3,686-43.3% | $3,350-37.7% |
| Admin fee / account holder | $217 | $623-65.1% | $6,521-96.7% | $521-58.3% |