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 26 · EIN 71-0294708 | Advisory (Participants) | $14,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,273 | $86,655+83.8% | $119,609+33.2% | $66,914+138.0% |
| Participation rate | 40.6% | 75.6%-34.9pp | 79.3%-38.6pp | 69.8%-29.2pp |
| Annual return | -17.53% | -8.00%-9.5pp | -14.97%-2.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,783 | $2,536-29.7% | $4,232-57.9% | $2,544-29.9% |
| Participant deferral / active EE | $3,717 | $4,358-14.7% | $5,602-33.6% | $4,237-12.3% |
| Admin fee / account holder | $23 | $755-97.0% | $10,323-99.8% | $593-96.1% |