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.
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 | $45,520 | $28,109+61.9% | $71,086-36.0% | $56,287-19.1% |
| Participation rate | 29.9% | 40.4%-10.5pp | 54.7%-24.8pp | 69.9%-40.0pp |
| Annual return | -3.76% | -615.05%+611.3pp | 650.59%-654.3pp | -9.96%+6.2pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $440 | $1,116-60.5% | $1,874-76.5% | $3,350-86.9% |
| Admin fee / account holder | $10 | $585-98.3% | $3,082-99.7% | $521-98.1% |