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 INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $1,640 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,738 | $49,451-27.7% | $79,550-55.1% | $66,914-46.6% |
| Participation rate | 92.7% | 61.3%+31.3pp | 69.5%+23.2pp | 69.8%+22.9pp |
| Annual return | -14.86% | 84.25%-99.1pp | 0.16%-15.0pp | 1.58%-16.4pp |
| Employer contribution / active EE | $4,740 | $1,266+274.5% | $2,413+96.4% | $2,544+86.3% |
| Participant deferral / active EE | $2,546 | $3,159-19.4% | $3,985-36.1% | $4,237-39.9% |
| Admin fee / account holder | $486 | $595-18.3% | $6,832-92.9% | $593-18.1% |