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 |
|---|---|---|
MORNINGSTAR4 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,511 | $81,474+1.3% | $133,956-38.4% | $73,488+12.3% |
| Participation rate | 49.6% | 76.4%-26.8pp | 79.8%-30.2pp | 70.7%-21.1pp |
| Annual return | 14.51% | 19.40%-4.9pp | 45.09%-30.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,288 | $2,209-41.7% | $3,919-67.1% | $2,270-43.3% |
| Participant deferral / active EE | $3,315 | $3,786-12.5% | $5,048-34.3% | $3,740-11.4% |
| Admin fee / account holder | $64 | $713-91.0% | $8,927-99.3% | $513-87.5% |