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 RET INS. AND ANNUITY COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,105 | $44,229+56.2% | $155,790-55.6% | $55,191+25.2% |
| Participation rate | 38.1% | 60.8%-22.7pp | 76.1%-38.0pp | 69.2%-31.1pp |
| Annual return | -1.22% | 0.37%-1.6pp | 71.54%-72.8pp | 10.78%-12.0pp |
| Employer contribution / active EE | $203 | $1,317-84.6% | $3,836-94.7% | $1,899-89.3% |
| Participant deferral / active EE | $2,149 | $2,851-24.6% | $4,797-55.2% | $3,046-29.4% |
| Admin fee / account holder | $57 | $86-34.3% | $7,478-99.2% | $91-37.6% |