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 64 · EIN 71-0294708 | Recordkeeping Fees | $900 |
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 | $66,370 | $59,186+12.1% | $76,768-13.5% | $56,287+17.9% |
| Participation rate | 60.4% | 75.2%-14.8pp | 77.0%-16.6pp | 69.9%-9.5pp |
| Annual return | -4.06% | 6.62%-10.7pp | 2.43%-6.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,068 | $1,759-39.3% | $2,485-57.0% | $2,111-49.4% |
| Participant deferral / active EE | $1,783 | $3,255-45.2% | $3,852-53.7% | $3,350-46.8% |
| Admin fee / account holder | $8 | $489-98.3% | $6,675-99.9% | $521-98.4% |