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 3-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 | $22,369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,943 | $50,982-45.2% | $154,803-81.9% | $85,563-67.3% |
| Participation rate | 94.7% | 59.8%+34.9pp | 78.1%+16.6pp | 66.0%+28.7pp |
| Annual return | 21.40% | 30.35%-8.9pp | 58.88%-37.5pp | 31.51%-10.1pp |
| Employer contribution / active EE | $1,843 | $1,708+7.9% | $4,305-57.2% | $2,654-30.5% |
| Participant deferral / active EE | $3,704 | $2,474+49.7% | $5,540-33.1% | $4,375-15.3% |
| Admin fee / account holder | $52 | $846-93.9% | $14,329-99.6% | $834-93.8% |