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 & AN. CO. Service code 49 · EIN 71-0294708 | Other Services | $2,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,930 | $56,140-39.6% | $76,284-55.5% | $74,546-54.5% |
| Participation rate | 47.6% | 62.6%-15.0pp | 79.2%-31.6pp | 67.2%-19.6pp |
| Annual return | 13.19% | 13.87%-0.7pp | 13.77%-0.6pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $973 | $2,881-66.2% | $4,585-78.8% | $2,624-62.9% |
| Participant deferral / active EE | $2,772 | $3,154-12.1% | $5,478-49.4% | $4,347-36.2% |
| Admin fee / account holder | $8 | $776-98.9% | $5,131-99.8% | $1,944-99.6% |