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) | $2,050 |
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 | $101,260 | $99,957+1.3% | $149,696-32.4% | $73,488+37.8% |
| Participation rate | 85.6% | 75.7%+9.9pp | 82.5%+3.1pp | 70.7%+14.9pp |
| Annual return | 15.86% | 53.87%-38.0pp | 276.60%-260.7pp | 28.51%-12.7pp |
| Employer contribution / active EE | $5,289 | $3,191+65.7% | $4,644+13.9% | $2,270+133.0% |
| Participant deferral / active EE | $6,511 | $6,073+7.2% | $6,842-4.8% | $3,740+74.1% |
| Admin fee / account holder | $12 | $551-97.9% | $9,309-99.9% | $513-97.7% |