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 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,676 | $50,385-72.9% | $75,670-81.9% | $62,292-78.0% |
| Participation rate | 35.1% | 67.7%-32.6pp | 72.3%-37.3pp | 69.5%-34.4pp |
| Annual return | 17.20% | 19.90%-2.7pp | 27.34%-10.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $651 | $1,537-57.6% | $2,352-72.3% | $2,042-68.1% |
| Participant deferral / active EE | $1,097 | $2,445-55.2% | $3,142-65.1% | $3,169-65.4% |
| Admin fee / account holder | $23 | $384-93.9% | $5,800-99.6% | $479-95.1% |