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 3-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 & INSURANCE ANNUITY Service code 66 · EIN 71-0294708 | Insurance mortality and expense charge | $60,446 |
MMA SECURITIES LLC3+ years Service code 99 · EIN 22-3570392 | Other Fees | $31,060 |
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 | $52,748 | $92,055-42.7% | $106,213-50.3% | $77,643-32.1% |
| Participation rate | 58.0% | 81.0%-23.1pp | 75.3%-17.3pp | 70.6%-12.6pp |
| Annual return | 13.36% | 17.91%-4.5pp | 116.14%-102.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,209 | $3,367-34.4% | $3,171-30.3% | $2,726-18.9% |
| Participant deferral / active EE | $5,027 | $5,386-6.7% | $5,016+0.2% | $4,647+8.2% |
| Admin fee / account holder | $180 | $219-17.7% | $11,033-98.4% | $430-58.1% |