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 INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $23,684 |
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 | $46,991 | $65,061-27.8% | $143,757-67.3% | $66,914-29.8% |
| Participation rate | 58.2% | 65.2%-7.0pp | 80.3%-22.1pp | 69.8%-11.6pp |
| Annual return | -14.22% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,370 | $2,361-42.0% | $4,951-72.3% | $2,544-46.2% |
| Participant deferral / active EE | $2,058 | $2,919-29.5% | $5,637-63.5% | $4,237-51.4% |
| Admin fee / account holder | $70 | $502-86.1% | $14,673-99.5% | $593-88.2% |