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 |
|---|---|---|
MORNINGSTAR6+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $566 |
Filed as: VOYA RET INSURANCE & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,797 | $60,776-29.6% | $85,682-50.1% | $79,386-46.1% |
| Participation rate | 39.7% | 62.1%-22.4pp | 69.9%-30.2pp | 70.7%-31.0pp |
| Annual return | 20.88% | 16.57%+4.3pp | 21.49%-0.6pp | 116.85%-96.0pp |
| Employer contribution / active EE | $582 | $1,663-65.0% | $2,618-77.8% | $2,427-76.0% |
| Participant deferral / active EE | $1,464 | $2,919-49.8% | $3,923-62.7% | $4,046-63.8% |
| Admin fee / account holder | $47 | $438-89.4% | $6,873-99.3% | $626-92.6% |