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 AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,851 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,922 | $91,407-62.9% | $135,903-75.0% | $71,457-52.5% |
| Participation rate | 95.7% | 75.7%+20.0pp | 81.9%+13.8pp | 67.9%+27.8pp |
| Annual return | 17.99% | 29.90%-11.9pp | 68.23%-50.2pp | 28.85%-10.9pp |
| Employer contribution / active EE | $545 | $3,703-85.3% | $4,856-88.8% | $2,588-78.9% |
| Participant deferral / active EE | $5,178 | $7,092-27.0% | $7,758-33.3% | $4,289+20.7% |
| Admin fee / account holder | $48 | $1,266-96.2% | $10,762-99.6% | $1,587-97.0% |