Filed November 11, 2024
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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,228 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,694 | $122,239-20.9% | $184,203-47.5% | $74,495+29.8% |
| Participation rate | 82.3% | 85.5%-3.2pp | 86.8%-4.5pp | 67.2%+15.1pp |
| Annual return | 15.52% | 19.95%-4.4pp | 28.81%-13.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $4,065 | $4,537-10.4% | $6,427-36.8% | $2,623+55.0% |
| Participant deferral / active EE | $3,983 | $7,139-44.2% | $9,131-56.4% | $4,346-8.3% |
| Admin fee / account holder | $72 | $1,260-94.3% | $13,901-99.5% | $1,942-96.3% |