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) | $14 |
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 | $39,180 | $73,102-46.4% | $123,544-68.3% | $56,287-30.4% |
| Participation rate | 89.3% | 74.3%+15.0pp | 82.3%+7.0pp | 69.9%+19.5pp |
| Annual return | -5.27% | 3.01%-8.3pp | 119.20%-124.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,465 | $2,977-50.8% | $4,628-68.3% | $2,111-30.6% |
| Participant deferral / active EE | $3,059 | $5,423-43.6% | $6,426-52.4% | $3,350-8.7% |
| Admin fee / account holder | $6 | $554-98.8% | $9,284-99.9% | $521-98.8% |