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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $152,833 | $84,948+79.9% | $70,449+116.9% | $73,409+108.2% |
| Participation rate | 81.7% | 79.9%+1.7pp | 75.1%+6.6pp | 72.2%+9.5pp |
| Annual return | 15.43% | 13.39%+2.0pp | 109.03%-93.6pp | 59.29%-43.9pp |
| Employer contribution / active EE | $589 | $2,834-79.2% | $2,737-78.5% | $2,234-73.7% |
| Participant deferral / active EE | $2,564 | $3,387-24.3% | $3,709-30.9% | $3,805-32.6% |
| Admin fee / account holder | $3 | $98-97.2% | $3,845-99.9% | $158-98.2% |