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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $42,495 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,936 | $42,353-5.7% | $79,550-49.8% | $64,808-38.4% |
| Participation rate | 85.7% | 64.8%+20.9pp | 69.5%+16.2pp | 71.5%+14.2pp |
| Annual return | -17.63% | -12.24%-5.4pp | 0.16%-17.8pp | 32.82%-50.4pp |
| Employer contribution / active EE | $703 | $1,181-40.5% | $2,413-70.9% | $2,506-71.9% |
| Participant deferral / active EE | $3,946 | $3,170+24.5% | $3,985-1.0% | $4,310-8.5% |
| Admin fee / account holder | $136 | $160-14.9% | $6,832-98.0% | $188-27.7% |