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 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,044 | $80,717-4.6% | $154,803-50.2% | $84,808-9.2% |
| Participation rate | 98.8% | 66.8%+31.9pp | 78.1%+20.7pp | 68.3%+30.4pp |
| Annual return | 11.68% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $4,812 | $2,761+74.2% | $4,305+11.8% | $2,631+82.9% |
| Participant deferral / active EE | $2,879 | $3,303-12.8% | $5,540-48.0% | $4,212-31.6% |
| Admin fee / account holder | $48 | $6,746-99.3% | $14,329-99.7% | $7,344-99.4% |