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 12 · EIN 59-3461974 | Claims processing; Consulting (pensio... | $5,262 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,469 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,763 | $136,307-79.6% | $177,821-84.4% | $73,488-62.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 18.47% | 18.68%-0.2pp | 48.32%-29.9pp | 28.51%-10.0pp |
| Employer contribution / active EE | $2,262 | $3,712-39.1% | $5,918-61.8% | $2,270-0.4% |
| Participant deferral / active EE | $3,720 | $5,829-36.2% | $7,714-51.8% | $3,740-0.5% |
| Admin fee / account holder | $60 | $596-90.0% | $12,427-99.5% | $513-88.3% |