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 INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Employer 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 | $18,909 | $63,924-70.4% | $108,579-82.6% | $55,167-65.7% |
| Participation rate | 78.7% | 74.3%+4.3pp | 79.6%-0.9pp | 69.0%+9.7pp |
| Annual return | 9.31% | 15.31%-6.0pp | -51.70%+61.0pp | 169.23%-159.9pp |
| Employer contribution / active EE | $392 | $1,879-79.1% | $3,758-89.6% | $1,963-80.0% |
| Participant deferral / active EE | $1,680 | $3,067-45.2% | $4,311-61.0% | $3,054-45.0% |
| Admin fee / account holder | $28 | $618-95.5% | $7,645-99.6% | $504-94.5% |