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. & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,049 | $61,272-33.0% | $149,673-72.6% | $71,457-42.6% |
| Participation rate | 58.9% | 62.5%-3.6pp | 78.8%-19.9pp | 67.9%-9.0pp |
| Annual return | 16.52% | 35.85%-19.3pp | 134.42%-117.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $651 | $2,378-72.6% | $4,818-86.5% | $2,588-74.9% |
| Participant deferral / active EE | $1,634 | $2,917-44.0% | $5,680-71.2% | $4,289-61.9% |
| Admin fee / account holder | $14 | $1,261-98.9% | $13,210-99.9% | $1,587-99.1% |