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 82-5499775 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Filed as: VOYA RETIRMENT INS. AND ANUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,560 | $99,957-29.4% | $149,696-52.9% | $73,488-4.0% |
| Participation rate | 51.2% | 75.7%-24.5pp | 82.5%-31.2pp | 70.7%-19.4pp |
| Annual return | 20.63% | 53.87%-33.2pp | 276.60%-256.0pp | 28.51%-7.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,913 | $6,073+13.8% | $6,842+1.0% | $3,740+84.9% |
| Admin fee / account holder | $19 | $551-96.5% | $9,309-99.8% | $513-96.3% |