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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,892 | $52,953-30.3% | $172,739-78.6% | $65,185-43.4% |
| Participation rate | 65.7% | 66.2%-0.5pp | 82.6%-17.0pp | 70.2%-4.5pp |
| Annual return | 20.80% | 30.12%-9.3pp | 802.84%-782.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $533 | $2,190-75.7% | $5,143-89.6% | $2,177-75.5% |
| Participant deferral / active EE | $1,346 | $2,471-45.5% | $5,198-74.1% | $3,514-61.7% |
| Admin fee / account holder | $10 | $472-98.0% | $13,954-99.9% | $847-98.9% |