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 & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $53,548 | $63,114-15.2% | $92,893-42.4% | $65,185-17.9% |
| Participation rate | 60.9% | 68.8%-7.9pp | 76.0%-15.1pp | 70.2%-9.3pp |
| Annual return | 4.17% | 28.75%-24.6pp | 109.41%-105.2pp | 29.38%-25.2pp |
| Employer contribution / active EE | $797 | $2,571-69.0% | $3,653-78.2% | $2,177-63.4% |
| Participant deferral / active EE | $2,150 | $3,108-30.8% | $4,236-49.2% | $3,514-38.8% |
| Admin fee / account holder | $71 | $624-88.6% | $5,794-98.8% | $847-91.6% |