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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,827 | $46,732-29.8% | $156,549-79.0% | $55,167-40.5% |
| Participation rate | 52.8% | 65.8%-13.0pp | 84.0%-31.2pp | 69.0%-16.2pp |
| Annual return | 7.26% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,234 | $2,105-41.4% | $5,501-77.6% | $1,963-37.1% |
| Participant deferral / active EE | $2,220 | $2,204+0.7% | $4,871-54.4% | $3,054-27.3% |
| Admin fee / account holder | $38 | $418-91.0% | $13,027-99.7% | $504-92.5% |