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 | $12,011 | $23,224-48.3% | $71,086-83.1% | $55,725-78.4% |
| Participation rate | 73.3% | 37.9%+35.4pp | 54.7%+18.7pp | 70.9%+2.5pp |
| Annual return | -5.98% | -2.87%-3.1pp | 650.59%-656.6pp | 244.93%-250.9pp |
| Employer contribution / active EE | $519 | $436+18.9% | $1,088-52.3% | $2,078-75.0% |
| Participant deferral / active EE | $971 | $929+4.5% | $1,874-48.2% | $3,356-71.1% |
| Admin fee / account holder | $21 | $118-82.2% | $3,082-99.3% | $115-81.8% |