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 26 · EIN 71-0294708 | Advisory (Participants) | $6,918 |
Service code 49 · EIN 38-3220894 | Other Services | $3,510 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,432 | $122,239-66.1% | $184,203-77.5% | $74,495-44.4% |
| Participation rate | 79.2% | 85.5%-6.3pp | 86.8%-7.7pp | 67.2%+12.0pp |
| Annual return | 15.01% | 19.95%-4.9pp | 28.81%-13.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $277 | $4,537-93.9% | $6,427-95.7% | $2,623-89.5% |
| Participant deferral / active EE | $3,964 | $7,139-44.5% | $9,131-56.6% | $4,346-8.8% |
| Admin fee / account holder | $59 | $1,260-95.3% | $13,901-99.6% | $1,942-96.9% |