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 |
|---|---|---|
Service code 99 · EIN 23-2748550 1 COMMUNITY LANE · EPHRATA, PA 17522 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 15 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $0 |
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 | $23,205 | $46,173-49.7% | $170,442-86.4% | $69,631-66.7% |
| Participation rate | 84.2% | 63.9%+20.3pp | 83.6%+0.6pp | 70.7%+13.5pp |
| Annual return | 31.14% | 21.62%+9.5pp | 205.93%-174.8pp | 27571.02%-27539.9pp |
| Employer contribution / active EE | $1,044 | $1,610-35.1% | $5,433-80.8% | $2,032-48.6% |
| Participant deferral / active EE | $2,730 | $2,080+31.2% | $4,939-44.7% | $3,224-15.3% |
| Admin fee / account holder | $58 | $116-50.2% | $13,880-99.6% | $110-47.7% |