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 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $909 |
Service code 99 · EIN 23-2748550 1 COMMUNITY LANE · EPHRATA, PA 17522 | Other Fees | $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 | $14,698 | $36,916-60.2% | $156,549-90.6% | $57,658-74.5% |
| Participation rate | 92.4% | 63.4%+29.0pp | 84.0%+8.4pp | 70.2%+22.2pp |
| Annual return | 7.25% | 12.38%-5.1pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $457 | $1,571-70.9% | $5,501-91.7% | $1,974-76.8% |
| Participant deferral / active EE | $1,481 | $1,926-23.1% | $4,871-69.6% | $3,061-51.6% |
| Admin fee / account holder | $43 | $82-47.8% | $13,027-99.7% | $95-54.5% |