Filed September 30, 2022
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 INS & ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $1,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,525 | $89,739-10.3% | $149,718-46.2% | $62,292+29.3% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.67% | 21.01%-4.3pp | 1501.63%-1485.0pp | 28.90%-12.2pp |
| Employer contribution / active EE | $4,584 | $3,233+41.8% | $5,445-15.8% | $2,042+124.5% |
| Participant deferral / active EE | $4,502 | $4,797-6.1% | $6,569-31.5% | $3,169+42.1% |
| Admin fee / account holder | $12 | $551-97.8% | $11,283-99.9% | $479-97.5% |