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 LIFE INSURANCE AND ANNUITY CO. Service code 49 · EIN 71-0294708 ONE ORANGE WAY · WINDSOR, CT 060954774 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,381 | $42,546+44.3% | $71,796-14.5% | $55,167+11.3% |
| Participation rate | 29.4% | 59.1%-29.8pp | 69.1%-39.8pp | 69.0%-39.6pp |
| Annual return | 10.07% | 12.36%-2.3pp | 78.04%-68.0pp | 169.23%-159.2pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,284 | $2,064-37.8% | $2,794-54.0% | $3,054-57.9% |
| Admin fee / account holder | $26 | $650-96.0% | $4,815-99.5% | $504-94.8% |