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 LIFE INSURANCE AND ANNUITY COM Service code 49 · EIN 71-0294708 | Other Services | $0 |
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 | $31,821 | $72,607-56.2% | $90,749-64.9% | $66,914-52.4% |
| Participation rate | 40.8% | 73.7%-32.9pp | 75.7%-34.9pp | 69.8%-29.0pp |
| Annual return | -14.20% | -12.28%-1.9pp | -12.16%-2.0pp | 1.58%-15.8pp |
| Employer contribution / active EE | $387 | $2,369-83.7% | $2,921-86.7% | $2,544-84.8% |
| Participant deferral / active EE | $2,306 | $3,977-42.0% | $4,564-49.5% | $4,237-45.6% |
| Admin fee / account holder | $15 | $707-97.9% | $8,445-99.8% | $593-97.5% |