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.
Employer 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 | $38,181 | $65,322-41.6% | $70,449-45.8% | $73,488-48.0% |
| Participation rate | 11.6% | 77.0%-65.4pp | 75.1%-63.5pp | 70.7%-59.1pp |
| Annual return | 14.16% | 15.71%-1.5pp | 109.03%-94.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $296 | $2,460-88.0% | $2,737-89.2% | $2,270-87.0% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $17 | $214-92.2% | $3,845-99.6% | $513-96.8% |