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 64 · EIN 71-0294708 | Recordkeeping Fees | $5,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,288 | $84,487-9.7% | $125,339-39.1% | $66,914+14.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.99% | -8.39%-9.6pp | 572.05%-590.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $6,572 | $3,553+85.0% | $4,814+36.5% | $2,544+158.3% |
| Participant deferral / active EE | $8,679 | $6,781+28.0% | $7,446+16.6% | $4,237+104.8% |
| Admin fee / account holder | $11 | $685-98.4% | $10,010-99.9% | $593-98.1% |