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 | $6,011 |
Service code 49 | Other Services | $1,542 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $488 |
Filed as: VOYA RETIREMENT INSU AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $114 |
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 | $160,082 | $57,016+180.8% | $84,966+88.4% | $80,856+98.0% |
| Participation rate | 88.9% | 56.3%+32.5pp | 67.5%+21.4pp | 67.6%+21.3pp |
| Annual return | 12.93% | 21.66%-8.7pp | 66.38%-53.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $8,342 | $1,798+364.0% | $2,727+205.9% | $2,755+202.8% |
| Participant deferral / active EE | $5,267 | $3,110+69.4% | $4,519+16.5% | $4,296+22.6% |
| Admin fee / account holder | $1,589 | $4,980-68.1% | $6,149-74.1% | $6,918-77.0% |