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 Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
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 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 | $24,534 | $42,396-42.1% | $67,313-63.6% | $56,287-56.4% |
| Participation rate | 49.0% | 61.0%-11.9pp | 69.1%-20.0pp | 69.9%-20.8pp |
| Annual return | -2.74% | -36.63%+33.9pp | -4.08%+1.3pp | -9.96%+7.2pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $835 | $2,360-64.6% | $3,568-76.6% | $3,350-75.1% |
| Admin fee / account holder | $9 | $510-98.2% | $4,507-99.8% | $521-98.3% |