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 ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $21,091 |
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 | $45,974 | $46,173-0.4% | $170,442-73.0% | $69,631-34.0% |
| Participation rate | 79.4% | 63.9%+15.5pp | 83.6%-4.2pp | 70.7%+8.7pp |
| Annual return | 14.22% | 21.62%-7.4pp | 205.93%-191.7pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $1,623 | $1,610+0.8% | $5,433-70.1% | $2,032-20.1% |
| Participant deferral / active EE | $2,564 | $2,080+23.3% | $4,939-48.1% | $3,224-20.5% |
| Admin fee / account holder | $52 | $116-55.1% | $13,880-99.6% | $110-52.8% |