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 26 · EIN 71-0294708 | Advisory (Participants) | $20 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,478 | $55,449-46.8% | $83,848-64.8% | $56,287-47.6% |
| Participation rate | 28.2% | 68.0%-39.8pp | 76.1%-48.0pp | 69.9%-41.7pp |
| Annual return | 12.77% | -1.38%+14.2pp | 850.88%-838.1pp | -9.96%+22.7pp |
| Employer contribution / active EE | $1,064 | $2,430-56.2% | $3,631-70.7% | $2,111-49.6% |
| Participant deferral / active EE | $1,924 | $2,935-34.5% | $4,082-52.9% | $3,350-42.6% |
| Admin fee / account holder | $3 | $656-99.5% | $5,478-99.9% | $521-99.4% |