Filed June 5, 2020
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) | $2,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,573 | $42,894+48.2% | $60,874+4.4% | $68,494-7.2% |
| Participation rate | 89.2% | 66.8%+22.4pp | 73.1%+16.0pp | 67.9%+21.3pp |
| Annual return | -15.93% | -13.98%-2.0pp | 16.90%-32.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,262 | $1,978+64.9% | $2,701+20.7% | $2,596+25.6% |
| Participant deferral / active EE | $5,181 | $2,867+80.7% | $3,817+35.7% | $4,027+28.6% |
| Admin fee / account holder | $83 | $3,101-97.3% | $3,224-97.4% | $5,403-98.5% |