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 | $22,289 |
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 | $41,916 | $62,928-33.4% | $172,739-75.7% | $67,579-38.0% |
| Participation rate | 74.7% | 64.5%+10.2pp | 82.6%-8.0pp | 71.3%+3.4pp |
| Annual return | 18.52% | 30.36%-11.8pp | 802.84%-784.3pp | 378.56%-360.0pp |
| Employer contribution / active EE | $1,653 | $1,636+1.0% | $5,143-67.9% | $2,148-23.0% |
| Participant deferral / active EE | $2,417 | $2,145+12.7% | $5,198-53.5% | $3,539-31.7% |
| Admin fee / account holder | $59 | $167-64.7% | $13,954-99.6% | $142-58.7% |