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 INSURANCE AND ANNUI 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 | $43,004 | $74,089-42.0% | $133,980-67.9% | $55,167-22.0% |
| Participation rate | 41.6% | 84.3%-42.7pp | 87.1%-45.5pp | 69.0%-27.4pp |
| Annual return | 18.85% | 12.11%+6.7pp | 29.30%-10.4pp | 169.23%-150.4pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,071 | $4,678-55.7% | $6,282-67.0% | $3,054-32.2% |
| Admin fee / account holder | $38 | $458-91.7% | $9,324-99.6% | $504-92.4% |