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& ANNUITY Service code 27 | Advisory (Plan) | $2,433 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $25,532 | $84,233-69.7% | $170,442-85.0% | $70,131-63.6% |
| Participation rate | 71.7% | 70.8%+0.9pp | 83.6%-11.9pp | 69.5%+2.2pp |
| Annual return | 13.75% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,682 | $3,387-50.3% | $5,433-69.0% | $2,342-28.2% |
| Participant deferral / active EE | $3,091 | $3,086+0.2% | $4,939-37.4% | $3,332-7.2% |
| Admin fee / account holder | $4 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |