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 26 · EIN 71-0294708 | Advisory (Participants) | $883 |
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 | $31,268 | $47,977-34.8% | $154,107-79.7% | $56,287-44.4% |
| Participation rate | 83.2% | 66.2%+17.0pp | 83.0%+0.1pp | 69.9%+13.3pp |
| Annual return | -4.89% | 3.54%-8.4pp | 735.12%-740.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,893 | $2,169+33.4% | $5,298-45.4% | $2,111+37.0% |
| Participant deferral / active EE | $2,841 | $2,392+18.8% | $5,081-44.1% | $3,350-15.2% |
| Admin fee / account holder | $21 | $438-95.2% | $13,411-99.8% | $521-96.0% |