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 Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,800 |
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 | $96,769 | $76,050+27.2% | $96,544+0.2% | $71,457+35.4% |
| Participation rate | 63.7% | 74.4%-10.7pp | 76.0%-12.3pp | 67.9%-4.2pp |
| Annual return | 16.63% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,532 | $2,244-31.7% | $2,965-48.3% | $2,588-40.8% |
| Participant deferral / active EE | $2,802 | $4,215-33.5% | $4,851-42.2% | $4,289-34.7% |
| Admin fee / account holder | $23 | $2,707-99.1% | $8,252-99.7% | $1,587-98.5% |