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 |
|---|---|---|
Service code 49 | Other Services | $2,439 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,335 | $61,272-44.0% | $149,673-77.1% | $71,457-52.0% |
| Participation rate | 95.7% | 62.5%+33.2pp | 78.8%+16.9pp | 67.9%+27.8pp |
| Annual return | 27.36% | 35.85%-8.5pp | 134.42%-107.1pp | 28.85%-1.5pp |
| Employer contribution / active EE | $4,053 | $2,378+70.4% | $4,818-15.9% | $2,588+56.7% |
| Participant deferral / active EE | $4,105 | $2,917+40.7% | $5,680-27.7% | $4,289-4.3% |
| Admin fee / account holder | $90 | $1,261-92.9% | $13,210-99.3% | $1,587-94.3% |