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 | $65,600 | $51,466+27.5% | $78,778-16.7% | $62,292+5.3% |
| Participation rate | 32.7% | 59.8%-27.0pp | 69.2%-36.4pp | 69.5%-36.8pp |
| Annual return | 17.76% | 19.96%-2.2pp | 35.62%-17.9pp | 28.90%-11.1pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,244 | $2,147-42.1% | $2,958-58.0% | $3,169-60.8% |
| Admin fee / account holder | $11 | $489-97.7% | $5,134-99.8% | $479-97.6% |