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 INSURANCE Service code 27 · EIN 71-0294708 | Advisory (Plan) | $2,574 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,364 | $113,016+27.7% | $103,476+39.5% | $74,495+93.8% |
| Participation rate | 92.4% | 80.8%+11.6pp | 80.5%+11.9pp | 67.2%+25.2pp |
| Annual return | 21.01% | 23.24%-2.2pp | 23.90%-2.9pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $2,983 | $4,881-38.9% | $4,672-36.1% | $2,623+13.7% |
| Participant deferral / active EE | $4,519 | $7,279-37.9% | $6,623-31.8% | $4,346+4.0% |
| Admin fee / account holder | $505 | $1,709-70.4% | $9,413-94.6% | $1,942-74.0% |