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) | $1,086 |
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 | $18,060 | $48,471-62.7% | $182,532-90.1% | $67,579-73.3% |
| Participation rate | 50.8% | 67.2%-16.3pp | 78.0%-27.1pp | 71.3%-20.4pp |
| Annual return | 22.39% | 31.08%-8.7pp | 148.54%-126.1pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,037 | $1,461-29.0% | $4,076-74.6% | $2,148-51.7% |
| Participant deferral / active EE | $1,660 | $3,324-50.1% | $5,524-70.0% | $3,539-53.1% |
| Admin fee / account holder | $47 | $151-69.0% | $8,592-99.5% | $142-67.0% |