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 INS & ANNUITY CO Service code 27 | Advisory (Plan) | $3,318 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 27 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Plan) | $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 | $31,940 | $60,349-47.1% | $74,183-56.9% | $62,891-49.2% |
| Participation rate | 73.0% | 72.7%+0.3pp | 76.6%-3.6pp | 69.3%+3.7pp |
| Annual return | 6.55% | 21.37%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $958 | $1,680-43.0% | $2,370-59.6% | $2,281-58.0% |
| Participant deferral / active EE | $1,514 | $2,856-47.0% | $3,550-57.4% | $3,203-52.7% |
| Admin fee / account holder | $29 | $4,261-99.3% | $5,586-99.5% | $4,296-99.3% |