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. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,114 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,576 | $42,810-66.0% | $169,463-91.4% | $55,725-73.8% |
| Participation rate | 56.3% | 64.7%-8.4pp | 77.8%-21.5pp | 70.9%-14.6pp |
| Annual return | 18.75% | -3.61%+22.4pp | 1.83%+16.9pp | 244.93%-226.2pp |
| Employer contribution / active EE | $940 | $1,402-33.0% | $4,159-77.4% | $2,078-54.8% |
| Participant deferral / active EE | $1,359 | $3,141-56.7% | $5,277-74.2% | $3,356-59.5% |
| Admin fee / account holder | $42 | $106-60.5% | $9,109-99.5% | $115-63.5% |