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 LIFE INSURANCE AND ANNUITY CO Service code 27 | Advisory (Plan) | $0 |
Filed as: VOYA RET INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return 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 | $28,412 | $64,909-56.2% | $82,313-65.5% | $62,292-54.4% |
| Participation rate | 93.2% | 74.9%+18.3pp | 76.9%+16.3pp | 69.5%+23.7pp |
| Annual return | 9.77% | 21.18%-11.4pp | 25.88%-16.1pp | 28.90%-19.1pp |
| Employer contribution / active EE | $1,333 | $1,676-20.4% | $2,428-45.1% | $2,042-34.7% |
| Participant deferral / active EE | $2,122 | $3,103-31.6% | $3,706-42.7% | $3,169-33.0% |
| Admin fee / account holder | $13 | $440-97.0% | $5,608-99.8% | $479-97.2% |