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) | $216 |
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 | $42,054 | $63,114-33.4% | $92,893-54.7% | $65,185-35.5% |
| Participation rate | 29.9% | 68.8%-38.9pp | 76.0%-46.1pp | 70.2%-40.3pp |
| Annual return | 25.18% | 28.75%-3.6pp | 109.41%-84.2pp | 29.38%-4.2pp |
| Employer contribution / active EE | $1,076 | $2,571-58.1% | $3,653-70.5% | $2,177-50.6% |
| Participant deferral / active EE | $2,028 | $3,108-34.7% | $4,236-52.1% | $3,514-42.3% |
| Admin fee / account holder | $13 | $624-97.9% | $5,794-99.8% | $847-98.5% |