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) | $652 |
Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
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 | $27,083 | $27,330-0.9% | $67,711-60.0% | $55,191-50.9% |
| Participation rate | 69.7% | 47.5%+22.1pp | 67.5%+2.1pp | 69.2%+0.5pp |
| Annual return | 8.56% | 8.81%-0.2pp | 25.41%-16.8pp | 10.78%-2.2pp |
| Employer contribution / active EE | $862 | $855+0.9% | $2,559-66.3% | $1,899-54.6% |
| Participant deferral / active EE | $2,417 | $1,709+41.4% | $3,585-32.6% | $3,046-20.7% |
| Admin fee / account holder | $12 | $109-88.9% | $4,255-99.7% | $91-86.7% |