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) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,283 | $66,302-51.3% | $110,238-70.7% | $56,287-42.6% |
| Participation rate | 78.5% | 74.9%+3.6pp | 79.8%-1.3pp | 69.9%+8.7pp |
| Annual return | -5.06% | -1.18%-3.9pp | 314.74%-319.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $862 | $2,047-57.9% | $3,826-77.5% | $2,111-59.2% |
| Participant deferral / active EE | $3,456 | $3,381+2.2% | $4,672-26.0% | $3,350+3.2% |
| Admin fee / account holder | $53 | $698-92.4% | $8,547-99.4% | $521-89.8% |