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 | $54,388 |
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 | $47,985 | $54,193-11.5% | $93,606-48.7% | $77,643-38.2% |
| Participation rate | 91.5% | 63.9%+27.5pp | 68.7%+22.7pp | 70.6%+20.9pp |
| Annual return | 14.07% | 30.54%-16.5pp | 133.20%-119.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $832 | $1,168-28.8% | $2,420-65.6% | $2,726-69.5% |
| Participant deferral / active EE | $4,857 | $3,144+54.5% | $4,411+10.1% | $4,647+4.5% |
| Admin fee / account holder | $173 | $576-70.0% | $8,285-97.9% | $430-59.9% |