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 INSURANCE AND ANNU 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 | $40,077 | $63,924-37.3% | $108,579-63.1% | $55,167-27.4% |
| Participation rate | 99.5% | 74.3%+25.1pp | 79.6%+19.9pp | 69.0%+30.5pp |
| Annual return | 8.17% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,927 | $1,879+2.5% | $3,758-48.7% | $1,963-1.8% |
| Participant deferral / active EE | $2,925 | $3,067-4.6% | $4,311-32.1% | $3,054-4.2% |
| Admin fee / account holder | $53 | $618-91.4% | $7,645-99.3% | $504-89.5% |