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 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,514 | $99,957-50.5% | $149,696-66.9% | $73,488-32.6% |
| Participation rate | 55.4% | 75.7%-20.3pp | 82.5%-27.1pp | 70.7%-15.3pp |
| Annual return | 13.20% | 53.87%-40.7pp | 276.60%-263.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $398 | $3,191-87.5% | $4,644-91.4% | $2,270-82.5% |
| Participant deferral / active EE | $2,791 | $6,073-54.0% | $6,842-59.2% | $3,740-25.4% |
| Admin fee / account holder | $8 | $551-98.6% | $9,309-99.9% | $513-98.5% |