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 INSURANCE AND ANNUITY COMP Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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.
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 | $16,296 | $42,546-61.7% | $71,796-77.3% | $55,167-70.5% |
| Participation rate | 40.0% | 59.1%-19.1pp | 69.1%-29.1pp | 69.0%-29.0pp |
| Annual return | 5.52% | 12.36%-6.8pp | 78.04%-72.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $351 | $803-56.3% | $1,924-81.7% | $1,963-82.1% |
| Participant deferral / active EE | $680 | $2,064-67.1% | $2,794-75.7% | $3,054-77.7% |
| Admin fee / account holder | $7 | $650-98.9% | $4,815-99.8% | $504-98.5% |