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 6-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) | $4,027 |
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 | $69,678 | $122,239-43.0% | $184,200-62.2% | $74,546-6.5% |
| Participation rate | 66.7% | 85.5%-18.8pp | 86.8%-20.2pp | 67.2%-0.5pp |
| Annual return | 16.20% | 19.95%-3.7pp | 28.80%-12.6pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,424-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $12,702 | $7,139+77.9% | $9,132+39.1% | $4,347+192.2% |
| Admin fee / account holder | $16 | $1,260-98.7% | $13,907-99.9% | $1,944-99.2% |