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 Service code 26 · EIN 71-0294708 | Advisory (Participants) | $908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,456 | $28,109-34.3% | $71,086-74.0% | $56,287-67.2% |
| Participation rate | 36.8% | 40.4%-3.7pp | 54.7%-17.9pp | 69.9%-33.1pp |
| Annual return | -4.28% | -615.05%+610.8pp | 650.59%-654.9pp | -9.96%+5.7pp |
| Employer contribution / active EE | $186 | $558-66.6% | $1,088-82.9% | $2,111-91.2% |
| Participant deferral / active EE | $991 | $1,116-11.2% | $1,874-47.1% | $3,350-70.4% |
| Admin fee / account holder | $58 | $585-90.1% | $3,082-98.1% | $521-88.9% |