Filed June 23, 2022
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 49 · EIN 71-0294708 | Other Services | $214,568 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,322 | $53,136-71.2% | $155,509-90.1% | $199,593-92.3% |
| Participation rate | 76.6% | 64.1%+12.6pp | 78.2%-1.5pp | 72.0%+4.7pp |
| Annual return | 12.48% | 41.15%-28.7pp | 64.67%-52.2pp | 34.25%-21.8pp |
| Employer contribution / active EE | $1,054 | $1,851-43.0% | $4,672-77.4% | $3,034-65.3% |
| Participant deferral / active EE | $981 | $3,161-69.0% | $5,626-82.6% | $5,087-80.7% |
| Admin fee / account holder | $104 | $185-44.0% | $15,912-99.3% | $269-61.4% |