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 RETIRMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,980 | $99,957+62.0% | $149,696+8.2% | $73,488+120.4% |
| Participation rate | 72.5% | 75.7%-3.2pp | 82.5%-10.0pp | 70.7%+1.8pp |
| Annual return | 23.32% | 53.87%-30.5pp | 276.60%-253.3pp | 28.51%-5.2pp |
| Employer contribution / active EE | $2,497 | $3,191-21.8% | $4,644-46.2% | $2,270+10.0% |
| Participant deferral / active EE | $7,587 | $6,073+24.9% | $6,842+10.9% | $3,740+102.9% |
| Admin fee / account holder | $7 | $551-98.8% | $9,309-99.9% | $513-98.7% |