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 Service code 15 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $3,075 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $60,109 | $80,753-25.6% | $136,294-55.9% | $62,292-3.5% |
| Participation rate | 78.2% | 73.5%+4.7pp | 81.9%-3.7pp | 69.5%+8.7pp |
| Annual return | 30.30% | 35.83%-5.5pp | 5155.94%-5125.6pp | 28.90%+1.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,132 | $5,164-0.6% | $6,247-17.9% | $3,169+61.9% |
| Admin fee / account holder | $30 | $525-94.4% | $9,243-99.7% | $479-93.8% |