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) | $2,442 |
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 | $56,047 | $136,307-58.9% | $177,821-68.5% | $73,488-23.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 14.98% | 18.68%-3.7pp | 48.32%-33.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,879 | $3,712-22.4% | $5,918-51.3% | $2,270+26.8% |
| Participant deferral / active EE | $4,339 | $5,829-25.6% | $7,714-43.7% | $3,740+16.0% |
| Admin fee / account holder | $24 | $596-96.0% | $12,427-99.8% | $513-95.4% |