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) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $157,902 | $142,424+10.9% | $100,534+57.1% | $74,304+112.5% |
| Participation rate | 89.4% | 79.6%+9.9pp | 80.6%+8.8pp | 60.3%+29.1pp |
| Annual return | 11.27% | 27.53%-16.3pp | 32.66%-21.4pp | 29.43%-18.2pp |
| Employer contribution / active EE | $3,292 | $5,555-40.7% | $4,346-24.3% | $2,241+46.9% |
| Participant deferral / active EE | $5,052 | $8,247-38.7% | $6,144-17.8% | $3,767+34.1% |
| Admin fee / account holder | $616 | $1,986-69.0% | $7,654-92.0% | $2,969-79.2% |