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 INS. & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $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 | $36,209 | $55,453-34.7% | $170,442-78.8% | $62,292-41.9% |
| Participation rate | 69.7% | 66.4%+3.3pp | 83.6%-13.9pp | 69.5%+0.2pp |
| Annual return | 17.50% | 21.38%-3.9pp | 205.93%-188.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $573 | $2,164-73.5% | $5,433-89.5% | $2,042-71.9% |
| Participant deferral / active EE | $1,642 | $2,303-28.7% | $4,939-66.8% | $3,169-48.2% |
| Admin fee / account holder | $29 | $455-93.7% | $13,880-99.8% | $479-94.0% |