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 | $22,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,913 | $106,028-12.4% | $146,958-36.8% | $77,643+19.7% |
| Participation rate | 72.3% | 78.4%-6.1pp | 82.2%-9.8pp | 70.6%+1.7pp |
| Annual return | 164.98% | 56.73%+108.2pp | 418.34%-253.4pp | 31.24%+133.7pp |
| Employer contribution / active EE | $1,405 | $4,063-65.4% | $4,933-71.5% | $2,726-48.5% |
| Participant deferral / active EE | $3,826 | $7,990-52.1% | $8,070-52.6% | $4,647-17.7% |
| Admin fee / account holder | $51 | $337-85.0% | $12,998-99.6% | $430-88.2% |