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) | $2,004 |
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 | $52,574 | $38,969+34.9% | $109,313-51.9% | $55,167-4.7% |
| Participation rate | 61.2% | 58.2%+2.9pp | 71.3%-10.1pp | 69.0%-7.8pp |
| Annual return | 7.62% | 8.26%-0.6pp | 22.07%-14.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $510 | $1,227-58.4% | $3,892-86.9% | $1,963-74.0% |
| Participant deferral / active EE | $4,231 | $2,176+94.5% | $3,166+33.6% | $3,054+38.5% |
| Admin fee / account holder | $13 | $501-97.4% | $5,666-99.8% | $504-97.4% |