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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,643 | $79,428-46.3% | $106,548-60.0% | $79,386-46.3% |
| Participation rate | 44.1% | 74.1%-30.0pp | 76.1%-32.0pp | 70.7%-26.6pp |
| Annual return | 19.34% | 18.27%+1.1pp | 26.80%-7.5pp | 116.85%-97.5pp |
| Employer contribution / active EE | $473 | $2,234-78.8% | $2,819-83.2% | $2,427-80.5% |
| Participant deferral / active EE | $2,915 | $3,823-23.7% | $4,398-33.7% | $4,046-27.9% |
| Admin fee / account holder | $27 | $523-94.8% | $7,407-99.6% | $626-95.6% |