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 RET INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $46,468 | $75,183-38.2% | $123,892-62.5% | $55,167-15.8% |
| Participation rate | 31.9% | 72.8%-40.9pp | 81.4%-49.5pp | 69.0%-37.1pp |
| Annual return | 8.40% | 19.01%-10.6pp | 47.52%-39.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $721 | $2,823-74.5% | $4,617-84.4% | $1,963-63.3% |
| Participant deferral / active EE | $1,360 | $5,084-73.2% | $5,984-77.3% | $3,054-55.5% |
| Admin fee / account holder | $51 | $663-92.4% | $8,357-99.4% | $504-90.0% |