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 INSUARNCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,656 | $30,086-4.8% | $61,373-53.3% | $64,808-55.8% |
| Participation rate | 30.4% | 36.4%-6.0pp | 52.6%-22.2pp | 71.5%-41.1pp |
| Annual return | -15.62% | -13.99%-1.6pp | 338.61%-354.2pp | 32.82%-48.4pp |
| Employer contribution / active EE | $799 | $536+49.0% | $1,159-31.1% | $2,506-68.1% |
| Participant deferral / active EE | $1,412 | $1,126+25.4% | $2,125-33.6% | $4,310-67.2% |
| Admin fee / account holder | $20 | $148-86.6% | $2,130-99.1% | $188-89.4% |