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) | $48 |
Service code 99 · EIN 74-2749419 | Other Fees | $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 | $51,278 | $99,957-48.7% | $149,696-65.7% | $73,488-30.2% |
| Participation rate | 84.7% | 75.7%+9.0pp | 82.5%+2.3pp | 70.7%+14.1pp |
| Annual return | 16.75% | 53.87%-37.1pp | 276.60%-259.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,505 | $3,191-52.8% | $4,644-67.6% | $2,270-33.7% |
| Participant deferral / active EE | $2,863 | $6,073-52.9% | $6,842-58.2% | $3,740-23.4% |
| Admin fee / account holder | $17 | $551-96.9% | $9,309-99.8% | $513-96.7% |