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 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,086 | $40,385-37.9% | $80,569-68.9% | $74,419-66.3% |
| Participation rate | 65.1% | 47.4%+17.7pp | 67.0%-1.9pp | 70.7%-5.6pp |
| Annual return | 17.00% | 164.85%-147.9pp | 935.43%-918.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $590 | $1,496-60.6% | $2,723-78.3% | $2,637-77.6% |
| Participant deferral / active EE | $2,594 | $2,674-3.0% | $4,447-41.7% | $4,528-42.7% |
| Admin fee / account holder | $34 | $720-95.3% | $5,377-99.4% | $348-90.3% |