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 3-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 26 · EIN 71-0294708 | Advisory (Participants) | $7,780 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,873 | $84,487-67.0% | $125,339-77.8% | $66,914-58.3% |
| Participation rate | 56.9% | 76.4%-19.5pp | 82.4%-25.4pp | 69.8%-12.9pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,494 | $3,553-58.0% | $4,814-69.0% | $2,544-41.3% |
| Participant deferral / active EE | $2,304 | $6,781-66.0% | $7,446-69.1% | $4,237-45.6% |
| Admin fee / account holder | $70 | $685-89.8% | $10,010-99.3% | $593-88.2% |