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 9-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 |
|---|---|---|
MORNINGSTAR4+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $307 |
Filed as: VOYA RET INSURANCE & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $307 |
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 | $39,345 | $47,922-17.9% | $75,886-48.2% | $65,185-39.6% |
| Participation rate | 38.1% | 63.0%-24.9pp | 69.3%-31.2pp | 70.2%-32.1pp |
| Annual return | 3.75% | 24.12%-20.4pp | 30.76%-27.0pp | 29.38%-25.6pp |
| Employer contribution / active EE | $490 | $1,557-68.6% | $2,500-80.4% | $2,177-77.5% |
| Participant deferral / active EE | $1,173 | $2,550-54.0% | $3,603-67.4% | $3,514-66.6% |
| Admin fee / account holder | $40 | $532-92.5% | $5,418-99.3% | $847-95.3% |