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) | $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.
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 | $60,640 | $104,475-42.0% | $159,436-62.0% | $79,386-23.6% |
| Participation rate | 59.5% | 76.6%-17.1pp | 82.8%-23.3pp | 70.7%-11.2pp |
| Annual return | 14.11% | 67.95%-53.8pp | 263.57%-249.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $470 | $3,417-86.2% | $4,829-90.3% | $2,427-80.6% |
| Participant deferral / active EE | $3,910 | $6,467-39.5% | $7,352-46.8% | $4,046-3.3% |
| Admin fee / account holder | $11 | $711-98.4% | $10,799-99.9% | $626-98.2% |