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 7-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 CO. Service code 27 | Advisory (Plan) | $3,980 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $28,968 | $37,426-22.6% | $77,482-62.6% | $79,858-63.7% |
| Participation rate | 98.4% | 41.5%+56.9pp | 54.2%+44.2pp | 69.6%+28.7pp |
| Annual return | 18.48% | 39.70%-21.2pp | 54.79%-36.3pp | 31.71%-13.2pp |
| Employer contribution / active EE | $5,574 | $637+775.6% | $986+465.1% | $2,471+125.6% |
| Participant deferral / active EE | $10,593 | $1,260+740.8% | $1,861+469.2% | $3,740+183.2% |
| Admin fee / account holder | $86 | $2,504-96.6% | $2,858-97.0% | $5,306-98.4% |