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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,748 | $91,407-21.5% | $135,903-47.2% | $71,457+0.4% |
| Participation rate | 57.8% | 75.7%-17.9pp | 81.9%-24.1pp | 67.9%-10.1pp |
| Annual return | 20.77% | 29.90%-9.1pp | 68.23%-47.5pp | 28.85%-8.1pp |
| Employer contribution / active EE | $8 | $3,703-99.8% | $4,856-99.8% | $2,588-99.7% |
| Participant deferral / active EE | $9,141 | $7,092+28.9% | $7,758+17.8% | $4,289+113.1% |
| Admin fee / account holder | $60 | $1,266-95.2% | $10,762-99.4% | $1,587-96.2% |