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) | $2,386 |
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 | $42,101 | $101,317-58.4% | $146,958-71.4% | $74,495-43.5% |
| Participation rate | 92.4% | 75.5%+16.9pp | 82.2%+10.3pp | 67.2%+25.2pp |
| Annual return | 14.38% | 8730.91%-8716.5pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $696 | $3,810-81.7% | $4,933-85.9% | $2,623-73.5% |
| Participant deferral / active EE | $4,945 | $7,303-32.3% | $8,070-38.7% | $4,346+13.8% |
| Admin fee / account holder | $71 | $1,739-95.9% | $12,998-99.5% | $1,942-96.3% |