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 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $33,195 | $59,535-44.2% | $90,160-63.2% | $62,292-46.7% |
| Participation rate | 55.2% | 73.0%-17.9pp | 76.9%-21.7pp | 69.5%-14.3pp |
| Annual return | 18.87% | 23.53%-4.7pp | 34.88%-16.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $9,526 | $4,639+105.4% | $5,288+80.2% | $3,169+200.6% |
| Admin fee / account holder | $19 | $337-94.2% | $5,943-99.7% | $479-95.9% |