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 |
|---|---|---|
MORNINGSTAR2+ years Service code 27 | Advisory (Plan) | $1,799 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,929 | $60,165-3.7% | $74,183-21.9% | $55,167+5.0% |
| Participation rate | 79.6% | 74.2%+5.4pp | 76.6%+2.9pp | 69.0%+10.6pp |
| Annual return | 6.55% | 10.00%-3.4pp | 17.74%-11.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,061 | $1,600-33.7% | $2,370-55.2% | $1,963-45.9% |
| Participant deferral / active EE | $3,197 | $2,973+7.6% | $3,550-9.9% | $3,054+4.7% |
| Admin fee / account holder | $94 | $419-77.6% | $5,586-98.3% | $504-81.3% |