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 4-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 64 · EIN 71-0294708 | Recordkeeping Fees | $2,060 |
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 | $117,886 | $57,096+106.5% | $94,224+25.1% | $55,191+113.6% |
| Participation rate | 82.7% | 75.7%+7.1pp | 78.8%+4.0pp | 69.2%+13.6pp |
| Annual return | 1.05% | 159.65%-158.6pp | 10.68%-9.6pp | 10.78%-9.7pp |
| Employer contribution / active EE | $2,215 | $1,708+29.7% | $3,587-38.2% | $1,899+16.7% |
| Participant deferral / active EE | $7,348 | $3,165+132.2% | $4,320+70.1% | $3,046+141.2% |
| Admin fee / account holder | $3 | $89-96.4% | $6,269-99.9% | $91-96.4% |