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 6-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 RET INS AND ANN CO Service code 26 · EIN 71-0294708 P O BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,528 | $66,051-73.5% | $92,893-81.1% | $77,787-77.5% |
| Participation rate | 21.2% | 81.0%-59.8pp | 76.0%-54.8pp | 73.2%-52.1pp |
| Annual return | 0.00% | 20.69%-20.7pp | 109.41%-109.4pp | 32.57%-32.6pp |
| Employer contribution / active EE | $799 | $3,426-76.7% | $3,653-78.1% | $2,504-68.1% |
| Participant deferral / active EE | $1,479 | $3,013-50.9% | $4,236-65.1% | $3,967-62.7% |
| Admin fee / account holder | $18 | $148-87.8% | $5,794-99.7% | $100-81.9% |