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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $66,083 | $75,183-12.1% | $123,892-46.7% | $55,167+19.8% |
| Participation rate | 61.3% | 72.8%-11.6pp | 81.4%-20.2pp | 69.0%-7.7pp |
| Annual return | 8.85% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $320 | $2,823-88.7% | $4,617-93.1% | $1,963-83.7% |
| Participant deferral / active EE | $2,795 | $5,084-45.0% | $5,984-53.3% | $3,054-8.5% |
| Admin fee / account holder | $46 | $663-93.0% | $8,357-99.4% | $504-90.8% |