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 INSURANCE AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $168,709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,347 | $133,040-49.4% | $119,258-43.5% | $79,386-15.2% |
| Participation rate | 92.1% | 80.9%+11.2pp | 82.7%+9.4pp | 70.7%+21.4pp |
| Annual return | 14.89% | 20.05%-5.2pp | 30.69%-15.8pp | 116.85%-102.0pp |
| Employer contribution / active EE | $3,713 | $4,390-15.4% | $4,384-15.3% | $2,427+52.9% |
| Participant deferral / active EE | $3,493 | $6,448-45.8% | $6,111-42.8% | $4,046-13.7% |
| Admin fee / account holder | $231 | $686-66.3% | $7,226-96.8% | $626-63.1% |