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) | $901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,640 | $84,487-36.5% | $125,339-57.2% | $66,914-19.8% |
| Participation rate | 43.1% | 76.4%-33.3pp | 82.4%-39.3pp | 69.8%-26.7pp |
| Annual return | -19.03% | -8.39%-10.6pp | 572.05%-591.1pp | 1.58%-20.6pp |
| Employer contribution / active EE | $1,995 | $3,553-43.9% | $4,814-58.6% | $2,544-21.6% |
| Participant deferral / active EE | $3,622 | $6,781-46.6% | $7,446-51.4% | $4,237-14.5% |
| Admin fee / account holder | $58 | $685-91.6% | $10,010-99.4% | $593-90.3% |