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) | $1,263 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,887 | $55,415-53.3% | $155,509-83.4% | $74,495-65.2% |
| Participation rate | 89.1% | 61.9%+27.2pp | 78.2%+10.9pp | 67.2%+21.9pp |
| Annual return | 12.31% | 268.50%-256.2pp | 64.67%-52.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,147 | $2,836+11.0% | $5,626-44.1% | $4,346-27.6% |
| Admin fee / account holder | $24 | $1,738-98.6% | $15,912-99.8% | $1,942-98.8% |