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 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $34,783 | $65,061-46.5% | $143,757-75.8% | $66,914-48.0% |
| Participation rate | 50.5% | 65.2%-14.7pp | 80.3%-29.8pp | 69.8%-19.3pp |
| Annual return | -17.96% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,331 | $2,361-43.6% | $4,951-73.1% | $2,544-47.7% |
| Participant deferral / active EE | $1,503 | $2,919-48.5% | $5,637-73.3% | $4,237-64.5% |
| Admin fee / account holder | $24 | $502-95.2% | $14,673-99.8% | $593-95.9% |