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 9-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: PENSION FINANCIAL SERVICE Service code 49 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $0 |
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 | $20,573 | $58,926-65.1% | $97,226-78.8% | $74,495-72.4% |
| Participation rate | 85.0% | 63.5%+21.5pp | 72.7%+12.3pp | 67.2%+17.8pp |
| Annual return | 14.60% | 16.04%-1.4pp | 75.13%-60.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,388 | $1,894-26.7% | $2,729-49.1% | $2,623-47.1% |
| Participant deferral / active EE | $1,842 | $3,664-49.7% | $4,264-56.8% | $4,346-57.6% |
| Admin fee / account holder | $18 | $1,974-99.1% | $5,654-99.7% | $1,942-99.1% |