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 INSUR AND ANNUITY C 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 | $22,025 | $23,385-5.8% | $69,182-68.2% | $57,658-61.8% |
| Participation rate | 24.3% | 37.9%-13.6pp | 55.1%-30.8pp | 70.2%-45.9pp |
| Annual return | 8.44% | -659.34%+667.8pp | -21.93%+30.4pp | 5.13%+3.3pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $874 | $843+3.6% | $1,897-53.9% | $3,061-71.5% |
| Admin fee / account holder | $34 | $82-58.0% | $2,697-98.7% | $95-63.5% |