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.
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 | $16,036 | $31,388-48.9% | $73,545-78.2% | $62,292-74.3% |
| Participation rate | 10.0% | 39.9%-29.8pp | 54.9%-44.9pp | 69.5%-59.5pp |
| Annual return | 13.33% | 25.34%-12.0pp | -15.16%+28.5pp | 28.90%-15.6pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $413 | $1,028-59.8% | $1,806-77.1% | $3,169-87.0% |
| Admin fee / account holder | $76 | $299-74.6% | $2,320-96.7% | $479-84.1% |