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 INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,775 | $52,467-77.6% | $57,179-79.4% | $55,167-78.7% |
| Participation rate | 75.7% | 75.8%-0.1pp | 75.3%+0.4pp | 69.0%+6.8pp |
| Annual return | 62.93% | 7.72%+55.2pp | 14.59%+48.3pp | 169.23%-106.3pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,380 | $2,830+54.8% | $3,096+41.5% | $3,054+43.4% |
| Admin fee / account holder | $19 | $269-93.1% | $3,139-99.4% | $504-96.3% |