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 9-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 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,048 | $66,310-53.2% | $93,606-66.8% | $65,185-52.4% |
| Participation rate | 48.2% | 74.0%-25.8pp | 75.8%-27.6pp | 70.2%-22.0pp |
| Annual return | 24.59% | 42.58%-18.0pp | 32.76%-8.2pp | 29.38%-4.8pp |
| Employer contribution / active EE | $495 | $2,012-75.4% | $2,718-81.8% | $2,177-77.3% |
| Participant deferral / active EE | $2,904 | $3,342-13.1% | $4,069-28.6% | $3,514-17.3% |
| Admin fee / account holder | $35 | $6,897-99.5% | $7,888-99.6% | $847-95.9% |