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 64 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,652 | $37,117-79.4% | $147,614-94.8% | $55,191-86.1% |
| Participation rate | 96.1% | 63.6%+32.4pp | 84.6%+11.4pp | 69.2%+26.9pp |
| Annual return | -0.21% | 3.44%-3.7pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $975 | $1,620-39.8% | $5,564-82.5% | $1,899-48.6% |
| Participant deferral / active EE | $705 | $1,985-64.5% | $4,895-85.6% | $3,046-76.9% |
| Admin fee / account holder | $18 | $86-79.0% | $11,611-99.8% | $91-80.2% |