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 27 · EIN 71-0294708 | Advisory (Plan) | $5,400 |
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 | $25,821 | $39,245-34.2% | $64,105-59.7% | $52,331-50.7% |
| Participation rate | 71.3% | 58.2%+13.1pp | 68.2%+3.1pp | 68.1%+3.2pp |
| Annual return | 0.00% | 14.79%-14.8pp | 791.24%-791.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $268 | $736-63.6% | $1,820-85.3% | $1,882-85.8% |
| Participant deferral / active EE | $1,644 | $1,992-17.5% | $2,822-41.8% | $3,022-45.6% |
| Admin fee / account holder | $25 | $592-95.8% | $4,499-99.4% | $592-95.8% |