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 26 · EIN 71-0294708 | Advisory (Participants) | $384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,846 | $43,423-75.0% | $78,689-86.2% | $55,167-80.3% |
| Participation rate | 62.1% | 68.0%-6.0pp | 73.6%-11.5pp | 69.0%-6.9pp |
| Annual return | 7.95% | 11.53%-3.6pp | 62.18%-54.2pp | 169.23%-161.3pp |
| Employer contribution / active EE | $883 | $1,997-55.8% | $2,851-69.0% | $1,963-55.0% |
| Participant deferral / active EE | $1,133 | $2,509-54.8% | $3,517-67.8% | $3,054-62.9% |
| Admin fee / account holder | $24 | $416-94.2% | $4,510-99.5% | $504-95.2% |