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 26 · EIN 71-0294708 | Advisory (Participants) | $2,806 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,592 | $65,435-85.3% | $86,677-88.9% | $66,914-85.7% |
| Participation rate | 84.4% | 75.5%+8.9pp | 76.6%+7.8pp | 69.8%+14.6pp |
| Annual return | -15.54% | -10.89%-4.7pp | 35.91%-51.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $822 | $2,153-61.8% | $2,836-71.0% | $2,544-67.7% |
| Participant deferral / active EE | $2,610 | $4,100-36.3% | $4,656-43.9% | $4,237-38.4% |
| Admin fee / account holder | $14 | $642-97.8% | $7,493-99.8% | $593-97.7% |