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 RET INS AND ANN COMPANY Service code 49 · EIN 71-0294708 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,585 | $74,552-65.7% | $62,995-59.4% | $69,631-63.3% |
| Participation rate | 89.2% | 78.3%+10.9pp | 74.8%+14.4pp | 70.7%+18.5pp |
| Annual return | 16.08% | 15.77%+0.3pp | 87.57%-71.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $2,502 | $2,929-14.6% | $2,759-9.3% | $2,032+23.1% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $7 | $59-87.6% | $3,600-99.8% | $110-93.4% |