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 | $48,937 | $73,102-33.1% | $123,544-60.4% | $56,287-13.1% |
| Participation rate | 29.9% | 74.3%-44.4pp | 82.3%-52.4pp | 69.9%-40.0pp |
| Annual return | -6.49% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $793 | $2,977-73.4% | $4,628-82.9% | $2,111-62.4% |
| Participant deferral / active EE | $1,529 | $5,423-71.8% | $6,426-76.2% | $3,350-54.4% |
| Admin fee / account holder | $50 | $554-90.9% | $9,284-99.5% | $521-90.4% |