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 |
|---|---|---|
MORNINGSTAR10+ years Service code 27 | Advisory (Plan) | $916 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11 |
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 | $55,626 | $66,098-15.8% | $101,794-45.4% | $74,304-25.1% |
| Participation rate | 62.6% | 53.8%+8.8pp | 69.2%-6.6pp | 60.3%+2.2pp |
| Annual return | 13.08% | 19.59%-6.5pp | 30.53%-17.4pp | 29.43%-16.4pp |
| Employer contribution / active EE | $2,265 | $1,082+109.4% | $2,289-1.0% | $2,241+1.1% |
| Participant deferral / active EE | $3,132 | $2,781+12.6% | $4,084-23.3% | $3,767-16.9% |
| Admin fee / account holder | $34 | $4,146-99.2% | $8,777-99.6% | $2,969-98.9% |