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 |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $16,450 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $5,321 |
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 | $59,626 | $50,666+17.7% | $76,817-22.4% | $65,185-8.5% |
| Participation rate | 99.2% | 68.8%+30.4pp | 72.1%+27.1pp | 70.2%+29.0pp |
| Annual return | 18.11% | 28.51%-10.4pp | 1166.11%-1148.0pp | 29.38%-11.3pp |
| Employer contribution / active EE | $4,092 | $1,575+159.8% | $2,302+77.7% | $2,177+88.0% |
| Participant deferral / active EE | $3,457 | $2,647+30.6% | $3,336+3.6% | $3,514-1.6% |
| Admin fee / account holder | $19 | $463-96.0% | $6,420-99.7% | $847-97.8% |