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 CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $0 |
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 | $35,475 | $60,545-41.4% | $92,233-61.5% | $69,631-49.1% |
| Participation rate | 19.9% | 72.2%-52.3pp | 76.5%-56.6pp | 70.7%-50.8pp |
| Annual return | 14.67% | 19.71%-5.0pp | 176.28%-161.6pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $686 | $2,633-74.0% | $3,679-81.4% | $2,032-66.2% |
| Participant deferral / active EE | $1,157 | $2,828-59.1% | $3,897-70.3% | $3,224-64.1% |
| Admin fee / account holder | $24 | $145-83.4% | $5,194-99.5% | $110-78.2% |