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 | $54,698 | $80,753-32.3% | $136,294-59.9% | $62,292-12.2% |
| Participation rate | 28.2% | 73.5%-45.3pp | 81.9%-53.7pp | 69.5%-41.3pp |
| Annual return | 17.06% | 35.83%-18.8pp | 5155.94%-5138.9pp | 28.90%-11.8pp |
| Employer contribution / active EE | $702 | $2,884-75.6% | $4,695-85.0% | $2,042-65.6% |
| Participant deferral / active EE | $1,298 | $5,164-74.9% | $6,247-79.2% | $3,169-59.0% |
| Admin fee / account holder | $75 | $525-85.7% | $9,243-99.2% | $479-84.3% |