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: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $114,829 |
Filed as: VOYA RETIREMENT AND ANNITY COMPANY Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,365 | $46,173+28.6% | $170,442-65.2% | $69,631-14.7% |
| Participation rate | 59.4% | 63.9%-4.5pp | 83.6%-24.2pp | 70.7%-11.3pp |
| Annual return | 11.26% | 21.62%-10.4pp | 205.93%-194.7pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $1,201 | $1,610-25.4% | $5,433-77.9% | $2,032-40.9% |
| Participant deferral / active EE | $2,196 | $2,080+5.6% | $4,939-55.5% | $3,224-31.9% |
| Admin fee / account holder | $198 | $116+70.5% | $13,880-98.6% | $110+79.0% |