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 6-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 ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $760 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,114 | $65,376-61.6% | $87,100-71.2% | $65,185-61.5% |
| Participation rate | 40.0% | 75.3%-35.3pp | 76.9%-36.9pp | 70.2%-30.2pp |
| Annual return | 0.00% | 31.27%-31.3pp | 28.19%-28.2pp | 29.38%-29.4pp |
| Employer contribution / active EE | $818 | $1,822-55.1% | $2,521-67.5% | $2,177-62.4% |
| Participant deferral / active EE | $1,343 | $3,388-60.4% | $4,049-66.8% | $3,514-61.8% |
| Admin fee / account holder | $10 | $520-98.2% | $7,497-99.9% | $847-98.9% |