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 |
|---|---|---|
RETIREMENT BENEFIT SOLUTIONS4 years Service code 49 · EIN 71-0294708 | Other Services | $20,969 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,137 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,579 | $96,018-3.6% | $65,493+41.4% | $85,563+8.2% |
| Participation rate | 96.7% | 74.8%+21.8pp | 73.1%+23.6pp | 66.0%+30.7pp |
| Annual return | 18.64% | 14.51%+4.1pp | 982.45%-963.8pp | 31.51%-12.9pp |
| Employer contribution / active EE | $3,555 | $3,235+9.9% | $2,574+38.1% | $2,654+34.0% |
| Participant deferral / active EE | $10,922 | $4,055+169.4% | $3,961+175.7% | $4,375+149.6% |
| Admin fee / account holder | $28 | $271-89.8% | $5,028-99.4% | $834-96.7% |