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 FINANCIAL SERVICES Service code 26 · EIN 95-4516049 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,932 | $42,772-18.3% | $87,507-60.1% | $55,167-36.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.8%+26.2pp | 69.0%+31.0pp |
| Annual return | 7.88% | 21.20%-13.3pp | 12.21%-4.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,570 | $1,277+23.0% | $2,550-38.4% | $1,963-20.0% |
| Participant deferral / active EE | $2,559 | $2,342+9.2% | $3,149-18.7% | $3,054-16.2% |
| Admin fee / account holder | $87 | $461-81.0% | $4,221-97.9% | $504-82.7% |