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 CO Service code 99 · EIN 71-0294708 | Other Fees | $3,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,512 | $73,102-87.0% | $123,544-92.3% | $56,287-83.1% |
| Participation rate | 39.7% | 74.3%-34.6pp | 82.3%-42.6pp | 69.9%-30.2pp |
| Annual return | -1.52% | 3.01%-4.5pp | 119.20%-120.7pp | -9.96%+8.4pp |
| Employer contribution / active EE | $664 | $2,977-77.7% | $4,628-85.7% | $2,111-68.6% |
| Participant deferral / active EE | $2,029 | $5,423-62.6% | $6,426-68.4% | $3,350-39.4% |
| Admin fee / account holder | $62 | $554-88.8% | $9,284-99.3% | $521-88.0% |