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 RET INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $56,048 | $57,354-2.3% | $83,848-33.2% | $64,186-12.7% |
| Participation rate | 94.9% | 68.6%+26.3pp | 76.1%+18.8pp | 69.6%+25.3pp |
| Annual return | -4.02% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,434 | $2,545-43.7% | $3,631-60.5% | $2,381-39.8% |
| Participant deferral / active EE | $2,794 | $2,993-6.6% | $4,082-31.5% | $3,470-19.5% |
| Admin fee / account holder | $103 | $4,046-97.5% | $5,478-98.1% | $4,888-97.9% |