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) | $2,330 |
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 | $65,108 | $63,156+3.1% | $122,332-46.8% | $62,292+4.5% |
| Participation rate | 60.0% | 60.0%0pp | 71.6%-11.6pp | 69.5%-9.5pp |
| Annual return | 15.88% | 20.61%-4.7pp | 30.27%-14.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $525 | $1,385-62.1% | $4,050-87.0% | $2,042-74.3% |
| Participant deferral / active EE | $4,286 | $2,321+84.7% | $3,287+30.4% | $3,169+35.3% |
| Admin fee / account holder | $15 | $440-96.6% | $5,478-99.7% | $479-96.9% |