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. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $21 |
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 | $148,255 | $59,328+149.9% | $118,925+24.7% | $73,488+101.7% |
| Participation rate | 100.0% | 62.3%+37.7pp | 75.4%+24.6pp | 70.7%+29.3pp |
| Annual return | 14.31% | 19.13%-4.8pp | 35.88%-21.6pp | 28.51%-14.2pp |
| Employer contribution / active EE | $9,985 | $1,803+453.7% | $3,263+206.0% | $2,270+339.8% |
| Participant deferral / active EE | $5,366 | $2,604+106.0% | $4,265+25.8% | $3,740+43.5% |
| Admin fee / account holder | $12 | $600-98.0% | $6,581-99.8% | $513-97.7% |