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 27 · EIN 71-0294708 | Advisory (Plan) | $7,235 |
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 | $28,536 | $48,064-40.6% | $78,778-63.8% | $69,631-59.0% |
| Participation rate | 53.0% | 61.6%-8.5pp | 69.2%-16.2pp | 70.7%-17.7pp |
| Annual return | 16.77% | 21.81%-5.0pp | 35.62%-18.8pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $960 | $744+29.1% | $1,986-51.6% | $2,032-52.8% |
| Participant deferral / active EE | $1,398 | $2,079-32.8% | $2,958-52.7% | $3,224-56.6% |
| Admin fee / account holder | $24 | $152-84.0% | $5,134-99.5% | $110-77.9% |