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 INSUR AND ANNUITY C Service code 26 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,275 | $37,196-64.3% | $154,107-91.4% | $55,725-76.2% |
| Participation rate | 67.7% | 64.1%+3.6pp | 83.0%-15.3pp | 70.9%-3.1pp |
| Annual return | 22.14% | 1319.68%-1297.5pp | 735.12%-713.0pp | 244.93%-222.8pp |
| Employer contribution / active EE | $709 | $1,614-56.1% | $5,298-86.6% | $2,078-65.9% |
| Participant deferral / active EE | $1,012 | $2,068-51.1% | $5,081-80.1% | $3,356-69.8% |
| Admin fee / account holder | $110 | $102+8.1% | $13,411-99.2% | $115-4.6% |