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 | $30,248 | $47,977-37.0% | $154,107-80.4% | $56,287-46.3% |
| Participation rate | 68.7% | 66.2%+2.5pp | 83.0%-14.3pp | 69.9%-1.1pp |
| Annual return | -4.57% | 3.54%-8.1pp | 735.12%-739.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $584 | $2,169-73.1% | $5,298-89.0% | $2,111-72.3% |
| Participant deferral / active EE | $1,424 | $2,392-40.5% | $5,081-72.0% | $3,350-57.5% |
| Admin fee / account holder | $50 | $438-88.6% | $13,411-99.6% | $521-90.4% |