Filed April 13, 2022 (most recent of 2 filings on file)
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) | $796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,812 | $45,602+0.5% | $117,472-61.0% | $66,914-31.5% |
| Participation rate | 56.2% | 57.6%-1.5pp | 70.6%-14.4pp | 69.8%-13.6pp |
| Annual return | -15.35% | -16.74%+1.4pp | 29.74%-45.1pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,272 | $1,579-19.4% | $4,176-69.5% | $2,544-50.0% |
| Participant deferral / active EE | $2,701 | $2,845-5.1% | $4,070-33.6% | $4,237-36.3% |
| Admin fee / account holder | $20 | $661-97.0% | $5,645-99.6% | $593-96.6% |