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 8-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 49 · EIN 86-2963468 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Other Services | $3,973 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $55,720 | $101,317-45.0% | $146,958-62.1% | $74,495-25.2% |
| Participation rate | 69.6% | 75.5%-5.9pp | 82.2%-12.5pp | 67.2%+2.4pp |
| Annual return | 26.02% | 8730.91%-8704.9pp | 418.34%-392.3pp | 1364.94%-1338.9pp |
| Employer contribution / active EE | $3,063 | $3,810-19.6% | $4,933-37.9% | $2,623+16.8% |
| Participant deferral / active EE | $6,711 | $7,303-8.1% | $8,070-16.8% | $4,346+54.4% |
| Admin fee / account holder | $47 | $1,739-97.3% | $12,998-99.6% | $1,942-97.6% |