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 AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,534 | $121,341+101.5% | $189,513+29.0% | $79,386+208.0% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.8%+9.4pp | 70.7%+26.5pp |
| Annual return | 16.34% | 21.08%-4.7pp | 555.15%-538.8pp | 116.85%-100.5pp |
| Employer contribution / active EE | $6,968 | $3,915+78.0% | $6,162+13.1% | $2,427+187.1% |
| Participant deferral / active EE | $7,507 | $6,395+17.4% | $8,221-8.7% | $4,046+85.6% |
| Admin fee / account holder | $1 | $651-99.9% | $12,045-100.0% | $626-99.9% |