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 INS &ANN 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 | $12,143 | $28,416-57.3% | $73,545-83.5% | $69,631-82.6% |
| Participation rate | 79.9% | 38.3%+41.5pp | 54.9%+24.9pp | 70.7%+9.2pp |
| Annual return | 14.81% | -694.13%+708.9pp | -15.16%+30.0pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $584 | $430+35.6% | $1,219-52.1% | $2,032-71.3% |
| Participant deferral / active EE | $972 | $897+8.3% | $1,806-46.2% | $3,224-69.9% |
| Admin fee / account holder | $22 | $104-79.3% | $2,320-99.1% | $110-80.4% |