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 27 · EIN 71-0294708 | Advisory (Plan) | $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 | $36,516 | $58,879-38.0% | $178,490-79.5% | $73,488-50.3% |
| Participation rate | 35.2% | 66.2%-31.0pp | 81.9%-46.7pp | 70.7%-35.5pp |
| Annual return | 19.63% | 24.86%-5.2pp | 151.07%-131.4pp | 28.51%-8.9pp |
| Employer contribution / active EE | $747 | $2,236-66.6% | $5,011-85.1% | $2,270-67.1% |
| Participant deferral / active EE | $1,287 | $2,567-49.9% | $5,202-75.3% | $3,740-65.6% |
| Admin fee / account holder | $29 | $400-92.8% | $13,984-99.8% | $513-94.4% |