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 COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,340 | $89,652-20.4% | $141,162-49.5% | $65,185+9.4% |
| Participation rate | 32.2% | 74.7%-42.5pp | 82.5%-50.3pp | 70.2%-38.0pp |
| Annual return | 29.08% | 32.79%-3.7pp | 71.39%-42.3pp | 29.38%-0.3pp |
| Employer contribution / active EE | $1,243 | $3,065-59.4% | $4,735-73.7% | $2,177-42.9% |
| Participant deferral / active EE | $2,305 | $5,691-59.5% | $6,709-65.6% | $3,514-34.4% |
| Admin fee / account holder | $33 | $569-94.3% | $10,261-99.7% | $847-96.2% |