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 7-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 56-1721260 | Other Fees | $18,460 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,410 | $45,000-81.3% | $143,757-94.1% | $77,904-89.2% |
| Participation rate | 53.7% | 66.8%-13.1pp | 80.3%-26.6pp | 73.7%-19.9pp |
| Annual return | -19.62% | 29.03%-48.6pp | -0.04%-19.6pp | 12.21%-31.8pp |
| Employer contribution / active EE | $618 | $1,870-66.9% | $4,951-87.5% | $2,848-78.3% |
| Participant deferral / active EE | $1,980 | $3,157-37.3% | $5,637-64.9% | $4,806-58.8% |
| Admin fee / account holder | $86 | $98-12.6% | $14,673-99.4% | $133-35.1% |