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 26 · EIN 71-0294708 | Advisory (Participants) | $1,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,342 | $71,192-49.0% | $117,854-69.2% | $62,292-41.7% |
| Participation rate | 47.2% | 74.2%-27.1pp | 79.7%-32.5pp | 69.5%-22.3pp |
| Annual return | 18.09% | 18.66%-0.6pp | 335.08%-317.0pp | 28.90%-10.8pp |
| Employer contribution / active EE | $124 | $1,934-93.6% | $3,786-96.7% | $2,042-93.9% |
| Participant deferral / active EE | $3,081 | $3,189-3.4% | $4,482-31.3% | $3,169-2.8% |
| Admin fee / account holder | $67 | $587-88.7% | $8,020-99.2% | $479-86.1% |