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) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,608 | $64,909+1.1% | $82,313-20.3% | $62,292+5.3% |
| Participation rate | 77.2% | 74.9%+2.3pp | 76.9%+0.3pp | 69.5%+7.7pp |
| Annual return | 15.70% | 21.18%-5.5pp | 25.88%-10.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,106 | $1,676-34.0% | $2,428-54.5% | $2,042-45.8% |
| Participant deferral / active EE | $3,318 | $3,103+6.9% | $3,706-10.5% | $3,169+4.7% |
| Admin fee / account holder | $72 | $440-83.5% | $5,608-98.7% | $479-84.9% |