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 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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.
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 | $32,005 | $57,976-44.8% | $62,995-49.2% | $62,292-48.6% |
| Participation rate | 14.3% | 75.9%-61.6pp | 74.8%-60.5pp | 69.5%-55.2pp |
| Annual return | 12.71% | 17.54%-4.8pp | 87.57%-74.9pp | 28.90%-16.2pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $407 | $2,956-86.2% | $3,329-87.8% | $3,169-87.2% |
| Admin fee / account holder | $35 | $276-87.4% | $3,600-99.0% | $479-92.8% |