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) | $350 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,467 | $71,516-40.6% | $98,439-56.9% | $71,457-40.6% |
| Participation rate | 82.6% | 72.7%+9.9pp | 75.2%+7.4pp | 67.9%+14.7pp |
| Annual return | 10.95% | 32.41%-21.5pp | 21.16%-10.2pp | 28.85%-17.9pp |
| Employer contribution / active EE | $1,023 | $2,399-57.3% | $3,048-66.4% | $2,588-60.4% |
| Participant deferral / active EE | $2,784 | $4,109-32.3% | $4,738-41.2% | $4,289-35.1% |
| Admin fee / account holder | $86 | $1,675-94.9% | $8,948-99.0% | $1,587-94.6% |