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 INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1 |
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 | $42,650 | $80,753-47.2% | $136,294-68.7% | $62,292-31.5% |
| Participation rate | 88.3% | 73.5%+14.8pp | 81.9%+6.4pp | 69.5%+18.8pp |
| Annual return | 16.72% | 35.83%-19.1pp | 5155.94%-5139.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,411 | $2,884-51.1% | $4,695-70.0% | $2,042-30.9% |
| Participant deferral / active EE | $2,673 | $5,164-48.2% | $6,247-57.2% | $3,169-15.7% |
| Admin fee / account holder | $5 | $525-99.1% | $9,243-99.9% | $479-99.0% |