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 INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $10,021 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $6,662 |
Annual investment return 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 | $136,740 | $82,664+65.4% | $125,339+9.1% | $68,494+99.6% |
| Participation rate | 97.9% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -22.30% | -5.97%-16.3pp | 572.05%-594.3pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,842 | $6,110+159.3% | $7,446+112.8% | $4,027+293.4% |
| Admin fee / account holder | $238 | $6,275-96.2% | $10,010-97.6% | $5,403-95.6% |