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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,277 | $104,475-29.9% | $159,436-54.0% | $79,386-7.7% |
| Participation rate | 51.1% | 76.6%-25.5pp | 82.8%-31.7pp | 70.7%-19.6pp |
| Annual return | 20.68% | 67.95%-47.3pp | 263.57%-242.9pp | 116.85%-96.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $8,308 | $6,467+28.5% | $7,352+13.0% | $4,046+105.4% |
| Admin fee / account holder | $33 | $711-95.4% | $10,799-99.7% | $626-94.8% |