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 26 · EIN 71-0294708 | Advisory (Participants) | $12,088 |
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 | $52,381 | $79,523-34.1% | $140,016-62.6% | $56,287-6.9% |
| Participation rate | 98.6% | 85.7%+12.8pp | 87.5%+11.1pp | 69.9%+28.7pp |
| Annual return | -4.56% | 2.39%-6.9pp | 651.12%-655.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,925 | $3,350-12.7% | $5,606-47.8% | $2,111+38.6% |
| Participant deferral / active EE | $4,814 | $5,129-6.1% | $6,927-30.5% | $3,350+43.7% |
| Admin fee / account holder | $42 | $614-93.2% | $10,705-99.6% | $521-92.0% |