Filed December 7, 2021
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 99 · EIN 71-0294708 | Other Fees | $1,825 |
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 | $55,996 | $50,820+10.2% | $155,567-64.0% | $77,671-27.9% |
| Participation rate | 47.3% | 63.1%-15.8pp | 78.2%-30.9pp | 70.6%-23.3pp |
| Annual return | 17.82% | 34.85%-17.0pp | 64.74%-46.9pp | 31.21%-13.4pp |
| Employer contribution / active EE | $790 | $1,993-60.4% | $4,674-83.1% | $2,726-71.0% |
| Participant deferral / active EE | $3,186 | $2,823+12.9% | $5,628-43.4% | $4,648-31.5% |
| Admin fee / account holder | $4 | $436-99.1% | $15,916-100.0% | $430-99.1% |