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) | $1,761 |
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 | $42,952 | $37,134+15.7% | $100,671-57.3% | $52,331-17.9% |
| Participation rate | 60.3% | 57.7%+2.6pp | 70.7%-10.4pp | 68.1%-7.8pp |
| Annual return | -1.27% | 0.10%-1.4pp | 20.43%-21.7pp | 4.54%-5.8pp |
| Employer contribution / active EE | $531 | $1,187-55.3% | $4,012-86.8% | $1,882-71.8% |
| Participant deferral / active EE | $3,905 | $2,163+80.5% | $3,144+24.2% | $3,022+29.2% |
| Admin fee / account holder | $11 | $467-97.6% | $4,850-99.8% | $592-98.1% |