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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY11+ years 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 | $46,971 | $49,915-5.9% | $154,803-69.7% | $74,304-36.8% |
| Participation rate | 49.3% | 54.0%-4.7pp | 78.1%-28.8pp | 60.3%-11.1pp |
| Annual return | 12.47% | 34.06%-21.6pp | 58.88%-46.4pp | 29.43%-17.0pp |
| Employer contribution / active EE | $621 | $1,611-61.4% | $4,305-85.6% | $2,241-72.3% |
| Participant deferral / active EE | $1,552 | $2,255-31.2% | $5,540-72.0% | $3,767-58.8% |
| Admin fee / account holder | $10 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |