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 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,424 | $69,362-43.2% | $101,248-61.1% | $73,488-46.4% |
| Participation rate | 88.5% | 68.4%+20.1pp | 75.8%+12.7pp | 70.7%+17.8pp |
| Annual return | 17.87% | 18.46%-0.6pp | 46.47%-28.6pp | 28.51%-10.6pp |
| Employer contribution / active EE | $14,210 | $2,628+440.6% | $3,660+288.3% | $2,270+526.0% |
| Participant deferral / active EE | $110 | $3,300-96.7% | $4,370-97.5% | $3,740-97.0% |
| Admin fee / account holder | $24 | $704-96.5% | $5,945-99.6% | $513-95.2% |