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 ADVISORS, LLC Service code 26 · EIN 02-0488491 ONE ORANGE WAY · WINDSOR, CT 06095 | Advisory (Participants) | $1,340 |
DCS RETIRE, INC.1 year Service code 49 2220 COUNTY ROAD 210 WEST · JACKSONVILLE, FL 32259 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 P.O BOX 990067 · HARTFORD, CT 06199 | Recordkeeping Fees | $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 | $29,608 | $45,031-34.2% | $85,009-65.2% | $77,671-61.9% |
| Participation rate | 18.7% | 48.7%-30.0pp | 67.5%-48.8pp | 70.6%-51.9pp |
| Annual return | 15.72% | 79.22%-63.5pp | 66.47%-50.8pp | 31.21%-15.5pp |
| Employer contribution / active EE | $62 | $1,609-96.2% | $2,728-97.7% | $2,726-97.7% |
| Participant deferral / active EE | $615 | $2,807-78.1% | $4,522-86.4% | $4,648-86.8% |
| Admin fee / account holder | $37 | $912-96.0% | $6,153-99.4% | $430-91.5% |