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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $5,230 |
Filed as: VOYA RETIREMENT INSU AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $97 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,337 | $96,305+71.7% | $80,569+105.2% | $139,434+18.6% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 17.09% | 1350.08%-1333.0pp | 935.43%-918.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $6,183 | $3,262+89.6% | $2,723+127.0% | $4,751+30.2% |
| Participant deferral / active EE | $4,089 | $5,232-21.8% | $4,447-8.0% | $6,710-39.1% |
| Admin fee / account holder | $3,647 | $6,599-44.7% | $5,377-32.2% | $11,403-68.0% |