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: ING LIFE INSURANCE AND ANNUITY CO Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,580 | $45,566-46.1% | $64,105-61.7% | $59,632-58.8% |
| Participation rate | 52.0% | 60.2%-8.2pp | 68.2%-16.2pp | 68.7%-16.7pp |
| Annual return | -0.99% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $120 | $934-87.2% | $1,820-93.4% | $2,203-94.6% |
| Participant deferral / active EE | $3,394 | $2,057+65.0% | $2,822+20.3% | $3,192+6.4% |
| Admin fee / account holder | $40 | $3,268-98.8% | $4,499-99.1% | $4,297-99.1% |