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 64 · EIN 71-0294708 | Recordkeeping Fees | $42,162 |
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 | $37,875 | $59,159-36.0% | $159,960-76.3% | $66,914-43.4% |
| Participation rate | 89.4% | 68.1%+21.3pp | 78.0%+11.5pp | 69.8%+19.6pp |
| Annual return | -15.68% | -12.26%-3.4pp | 408.60%-424.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,245 | $1,983-37.2% | $4,226-70.5% | $2,544-51.1% |
| Participant deferral / active EE | $3,908 | $4,395-11.1% | $6,182-36.8% | $4,237-7.8% |
| Admin fee / account holder | $118 | $591-80.0% | $8,698-98.6% | $593-80.1% |