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 INS. & ANNUITY Service code 27 · EIN 71-0297408 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,460 | $66,124+8.1% | $90,404-21.0% | $73,488-2.8% |
| Participation rate | 78.3% | 69.7%+8.6pp | 72.7%+5.6pp | 70.7%+7.6pp |
| Annual return | 12.82% | 17.65%-4.8pp | 1293.02%-1280.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,439 | $2,346-38.7% | $3,262-55.9% | $2,270-36.6% |
| Participant deferral / active EE | $4,038 | $3,039+32.9% | $3,963+1.9% | $3,740+8.0% |
| Admin fee / account holder | $7 | $396-98.3% | $5,611-99.9% | $513-98.7% |