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 | $55,881 | $89,739-37.7% | $149,718-62.7% | $62,292-10.3% |
| Participation rate | 42.5% | 85.1%-42.6pp | 87.1%-44.6pp | 69.5%-27.0pp |
| Annual return | 20.11% | 21.01%-0.9pp | 1501.63%-1481.5pp | 28.90%-8.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,437 | $4,797-49.2% | $6,569-62.9% | $3,169-23.1% |
| Admin fee / account holder | $59 | $551-89.4% | $11,283-99.5% | $479-87.8% |