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 AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $17,130 | $37,196-53.9% | $154,107-88.9% | $55,725-69.3% |
| Participation rate | 42.5% | 64.1%-21.6pp | 83.0%-40.5pp | 70.9%-28.3pp |
| Annual return | 2.54% | 1319.68%-1317.1pp | 735.12%-732.6pp | 244.93%-242.4pp |
| Employer contribution / active EE | $571 | $1,614-64.6% | $5,298-89.2% | $2,078-72.5% |
| Participant deferral / active EE | $893 | $2,068-56.8% | $5,081-82.4% | $3,356-73.4% |
| Admin fee / account holder | $39 | $102-61.6% | $13,411-99.7% | $115-66.1% |