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 |
|---|---|---|
MORNINGSTAR8+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $831 |
Filed as: VOYA RET INSURANCE & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $831 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,024 | $51,045-15.7% | $70,515-39.0% | $71,457-39.8% |
| Participation rate | 40.8% | 59.4%-18.7pp | 68.3%-27.6pp | 67.9%-27.2pp |
| Annual return | 5.98% | 42.63%-36.7pp | 32.77%-26.8pp | 28.85%-22.9pp |
| Employer contribution / active EE | $657 | $1,790-63.3% | $2,973-77.9% | $2,588-74.6% |
| Participant deferral / active EE | $1,841 | $3,026-39.2% | $4,567-59.7% | $4,289-57.1% |
| Admin fee / account holder | $100 | $1,994-95.0% | $6,412-98.4% | $1,587-93.7% |