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 RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $38 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $19,187 | $46,674-58.9% | $117,472-83.7% | $68,494-72.0% |
| Participation rate | 35.1% | 56.8%-21.7pp | 70.6%-35.5pp | 67.9%-32.8pp |
| Annual return | -17.15% | -14.52%-2.6pp | 29.74%-46.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $473 | $1,505-68.6% | $4,176-88.7% | $2,596-81.8% |
| Participant deferral / active EE | $502 | $2,636-80.9% | $4,070-87.7% | $4,027-87.5% |
| Admin fee / account holder | $128 | $4,020-96.8% | $5,645-97.7% | $5,403-97.6% |