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 &ANN Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,113 | $29,369-38.3% | $77,482-76.6% | $73,409-75.3% |
| Participation rate | 64.3% | 37.9%+26.4pp | 54.2%+10.1pp | 72.2%-7.9pp |
| Annual return | 9.25% | 358.15%-348.9pp | 54.79%-45.5pp | 59.29%-50.0pp |
| Employer contribution / active EE | $377 | $406-7.0% | $986-61.7% | $2,234-83.1% |
| Participant deferral / active EE | $678 | $941-27.9% | $1,861-63.6% | $3,805-82.2% |
| Admin fee / account holder | $89 | $123-27.3% | $2,858-96.9% | $158-43.5% |