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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 49 · EIN 71-0294708 | Other Services | $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 | $48,843 | $49,915-2.1% | $154,803-68.4% | $74,304-34.3% |
| Participation rate | 75.0% | 54.0%+21.0pp | 78.1%-3.1pp | 60.3%+14.7pp |
| Annual return | 17.75% | 34.06%-16.3pp | 58.88%-41.1pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,098 | $1,611-31.8% | $4,305-74.5% | $2,241-51.0% |
| Participant deferral / active EE | $1,720 | $2,255-23.7% | $5,540-69.0% | $3,767-54.3% |
| Admin fee / account holder | $17 | $2,189-99.2% | $14,329-99.9% | $2,969-99.4% |