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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $46,414 | $57,921-19.9% | $84,750-45.2% | $57,658-19.5% |
| Participation rate | 53.1% | 72.9%-19.8pp | 76.6%-23.5pp | 70.2%-17.1pp |
| Annual return | 9.94% | 10.24%-0.3pp | 22.78%-12.8pp | 5.13%+4.8pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,153 | $2,742+15.0% | $3,712-15.0% | $3,061+3.0% |
| Admin fee / account holder | $127 | $130-2.1% | $5,332-97.6% | $95+34.3% |