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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,421 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,733 | $60,165+45.8% | $74,183+18.3% | $55,167+59.0% |
| Participation rate | 73.1% | 74.2%-1.0pp | 76.6%-3.5pp | 69.0%+4.1pp |
| Annual return | -2.10% | 10.00%-12.1pp | 17.74%-19.8pp | 169.23%-171.3pp |
| Employer contribution / active EE | $1,168 | $1,600-27.0% | $2,370-50.7% | $1,963-40.5% |
| Participant deferral / active EE | $2,360 | $2,973-20.6% | $3,550-33.5% | $3,054-22.7% |
| Admin fee / account holder | $33 | $419-92.2% | $5,586-99.4% | $504-93.5% |