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 AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $19,232 |
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 | $71,926 | $64,119+12.2% | $112,228-35.9% | $66,914+7.5% |
| Participation rate | 53.8% | 68.5%-14.7pp | 75.1%-21.3pp | 69.8%-16.0pp |
| Annual return | -17.16% | -13.81%-3.3pp | 27.45%-44.6pp | 1.58%-18.7pp |
| Employer contribution / active EE | $423 | $3,005-85.9% | $3,635-88.4% | $2,544-83.4% |
| Participant deferral / active EE | $5,429 | $3,693+47.0% | $4,728+14.8% | $4,237+28.1% |
| Admin fee / account holder | $118 | $625-81.1% | $6,410-98.2% | $593-80.1% |