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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $20,000 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $1,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,814 | $102,553-17.3% | $151,611-44.1% | $66,914+26.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -13.31% | -10.82%-2.5pp | 3.33%-16.6pp | 1.58%-14.9pp |
| Employer contribution / active EE | $5,165 | $4,180+23.6% | $6,166-16.2% | $2,544+103.0% |
| Participant deferral / active EE | $5,681 | $6,641-14.4% | $8,363-32.1% | $4,237+34.1% |
| Admin fee / account holder | $121 | $630-80.8% | $11,616-99.0% | $593-79.6% |