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 6-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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return 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 | $79,707 | $99,957-20.3% | $149,696-46.8% | $73,488+8.5% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 13.08% | 53.87%-40.8pp | 276.60%-263.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,979 | $3,191-38.0% | $4,644-57.4% | $2,270-12.8% |
| Participant deferral / active EE | $3,850 | $6,073-36.6% | $6,842-43.7% | $3,740+2.9% |
| Admin fee / account holder | $31 | $551-94.4% | $9,309-99.7% | $513-94.0% |