Filed April 13, 2022 (most recent of 2 filings on file)
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) | $505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,645 | $53,901-2.3% | $134,143-60.8% | $73,488-28.4% |
| Participation rate | 73.2% | 62.8%+10.4pp | 72.2%+1.1pp | 70.7%+2.6pp |
| Annual return | 17.59% | 15.82%+1.8pp | 36.33%-18.7pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,849 | $1,458+26.8% | $3,704-50.1% | $2,270-18.5% |
| Participant deferral / active EE | $3,102 | $2,739+13.2% | $3,499-11.3% | $3,740-17.1% |
| Admin fee / account holder | $16 | $581-97.2% | $6,684-99.8% | $513-96.8% |