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 | Advisory (Plan) | $536 |
Filed as: VOYA RETIREMENT INSUR AND ANN 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.
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 | $80,258 | $31,679+153.3% | $74,701+7.4% | $65,185+23.1% |
| Participation rate | 19.1% | 40.4%-21.2pp | 54.5%-35.3pp | 70.2%-51.1pp |
| Annual return | 23.58% | 39.04%-15.5pp | 752.92%-729.3pp | 29.38%-5.8pp |
| Employer contribution / active EE | $241 | $566-57.4% | $1,084-77.7% | $2,177-88.9% |
| Participant deferral / active EE | $971 | $1,191-18.4% | $1,964-50.5% | $3,514-72.4% |
| Admin fee / account holder | $17 | $379-95.6% | $3,333-99.5% | $847-98.0% |