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 8-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 Service code 27 · EIN 71-0294708 | Advisory (Plan) | $6,451 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,254 | $87,870-20.0% | $113,168-37.9% | $74,304-5.5% |
| Participation rate | 92.9% | 70.7%+22.2pp | 76.6%+16.3pp | 60.3%+32.6pp |
| Annual return | 19.01% | 26.44%-7.4pp | 24.27%-5.3pp | 29.43%-10.4pp |
| Employer contribution / active EE | $6,965 | $2,277+205.9% | $2,975+134.1% | $2,241+210.8% |
| Participant deferral / active EE | $5,510 | $4,241+29.9% | $5,107+7.9% | $3,767+46.3% |
| Admin fee / account holder | $25 | $3,368-99.2% | $12,068-99.8% | $2,969-99.1% |