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) | $15,853 |
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 | $23,140 | $23,385-1.0% | $69,182-66.6% | $57,658-59.9% |
| Participation rate | 48.0% | 37.9%+10.0pp | 55.1%-7.2pp | 70.2%-22.3pp |
| Annual return | -0.12% | -659.34%+659.2pp | -21.93%+21.8pp | 5.13%-5.3pp |
| Employer contribution / active EE | $756 | $422+79.1% | $1,206-37.3% | $1,974-61.7% |
| Participant deferral / active EE | $1,596 | $843+89.3% | $1,897-15.9% | $3,061-47.9% |
| Admin fee / account holder | $25 | $82-69.1% | $2,697-99.1% | $95-73.1% |