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 LIFE INS. & ANNUITY COMPANY Service code 60 · EIN 71-0294708 | Sub-TA Fees | $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 | $22,516 | $44,989-50.0% | $170,442-86.8% | $77,958-71.1% |
| Participation rate | 30.8% | 64.6%-33.8pp | 83.6%-52.8pp | 71.6%-40.9pp |
| Annual return | 15.93% | 19.61%-3.7pp | 205.93%-190.0pp | 20.87%-4.9pp |
| Employer contribution / active EE | $189 | $1,466-87.1% | $5,433-96.5% | $2,310-91.8% |
| Participant deferral / active EE | $788 | $2,208-64.3% | $4,939-84.0% | $3,537-77.7% |
| Admin fee / account holder | $11 | $69-84.1% | $13,880-99.9% | $97-88.7% |