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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 28 · EIN 71-0294708 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,779 | $50,815+226.2% | $155,509+6.6% | $77,643+113.5% |
| Participation rate | 91.8% | 63.1%+28.7pp | 78.2%+13.7pp | 70.6%+21.3pp |
| Annual return | 15.03% | 34.80%-19.8pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $3,249 | $1,993+63.0% | $4,672-30.5% | $2,726+19.2% |
| Participant deferral / active EE | $7,070 | $2,822+150.5% | $5,626+25.7% | $4,647+52.1% |
| Admin fee / account holder | $282 | $437-35.4% | $15,912-98.2% | $430-34.5% |