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 INS & ANNUITY CO Service code 27 · EIN 71-0294708 P.O. BOX 99067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
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 | $108,168 | $98,750+9.5% | $149,696-27.7% | $79,858+35.5% |
| Participation rate | 53.6% | 75.8%-22.2pp | 82.5%-28.9pp | 69.6%-16.1pp |
| Annual return | 17.99% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,756 | $5,680+18.9% | $6,842-1.2% | $3,740+80.7% |
| Admin fee / account holder | $16 | $6,053-99.7% | $9,309-99.8% | $5,306-99.7% |