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) | $2,096 |
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 | $57,032 | $98,982-42.4% | $162,163-64.8% | $65,185-12.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 23.77% | 24.84%-1.1pp | 115.59%-91.8pp | 29.38%-5.6pp |
| Employer contribution / active EE | $2,392 | $3,467-31.0% | $5,614-57.4% | $2,177+9.9% |
| Participant deferral / active EE | $3,716 | $5,384-31.0% | $7,298-49.1% | $3,514+5.8% |
| Admin fee / account holder | $25 | $596-95.9% | $10,843-99.8% | $847-97.1% |