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 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 | $44,685 | $54,573-18.1% | $90,951-50.9% | $73,488-39.2% |
| Participation rate | 96.1% | 61.2%+35.0pp | 69.0%+27.1pp | 70.7%+25.4pp |
| Annual return | 16.99% | 16.69%+0.3pp | 134.60%-117.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $4,801 | $991+384.2% | $2,122+126.2% | $2,270+111.5% |
| Participant deferral / active EE | $3,168 | $2,517+25.9% | $3,373-6.1% | $3,740-15.3% |
| Admin fee / account holder | $12 | $521-97.8% | $5,959-99.8% | $513-97.7% |