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 26 · EIN 71-0294708 | Advisory (Participants) | $398 |
MORNINGSTAR2+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $286 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $53,446 | $71,192-24.9% | $117,854-54.7% | $62,292-14.2% |
| Participation rate | 51.5% | 74.2%-22.7pp | 79.7%-28.1pp | 69.5%-18.0pp |
| Annual return | 19.44% | 18.66%+0.8pp | 335.08%-315.6pp | 28.90%-9.5pp |
| Employer contribution / active EE | $1,040 | $1,934-46.2% | $3,786-72.5% | $2,042-49.1% |
| Participant deferral / active EE | $2,181 | $3,189-31.6% | $4,482-51.3% | $3,169-31.2% |
| Admin fee / account holder | $35 | $587-94.0% | $8,020-99.6% | $479-92.7% |