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 |
|---|---|---|
Service code 99 · EIN 13-2638166 | Other Fees | $25,377 |
Filed as: VOYA RETIREMENT INSURANCE & ANN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,285 |
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 | $34,303 | $66,310-48.3% | $93,606-63.4% | $65,185-47.4% |
| Participation rate | 95.8% | 74.0%+21.8pp | 75.8%+19.9pp | 70.2%+25.6pp |
| Annual return | 20.51% | 42.58%-22.1pp | 32.76%-12.2pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,069 | $2,012-46.9% | $2,718-60.7% | $2,177-50.9% |
| Participant deferral / active EE | $3,551 | $3,342+6.3% | $4,069-12.7% | $3,514+1.1% |
| Admin fee / account holder | $147 | $6,897-97.9% | $7,888-98.1% | $847-82.7% |