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 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participant 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 | $36,598 | $118,971-69.2% | $112,977-67.6% | $73,488-50.2% |
| Participation rate | 79.6% | 83.3%-3.7pp | 82.6%-3.0pp | 70.7%+8.9pp |
| Annual return | 12.95% | 17.79%-4.8pp | 24.24%-11.3pp | 28.51%-15.6pp |
| Employer contribution / active EE | $0 | $4,091-100.0% | $4,255-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,528 | $6,133-75.1% | $5,836-73.8% | $3,740-59.1% |
| Admin fee / account holder | $50 | $573-91.2% | $6,294-99.2% | $513-90.2% |