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 | $19,972 | $25,302-21.1% | $74,701-73.3% | $67,579-70.4% |
| Participation rate | 71.0% | 37.8%+33.2pp | 54.5%+16.6pp | 71.3%-0.2pp |
| Annual return | 22.88% | 10291.17%-10268.3pp | 752.92%-730.0pp | 378.56%-355.7pp |
| Employer contribution / active EE | $3,486 | $446+681.0% | $1,084+221.7% | $2,148+62.3% |
| Participant deferral / active EE | $1,012 | $954+6.0% | $1,964-48.5% | $3,539-71.4% |
| Admin fee / account holder | $17 | $108-84.2% | $3,333-99.5% | $142-88.0% |