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 INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $497 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,622 | $55,636+3.6% | $81,983-29.7% | $73,488-21.6% |
| Participation rate | 93.4% | 62.3%+31.1pp | 69.2%+24.2pp | 70.7%+22.8pp |
| Annual return | 11.96% | 19.07%-7.1pp | 41.31%-29.4pp | 28.51%-16.6pp |
| Employer contribution / active EE | $406 | $1,625-75.0% | $2,498-83.8% | $2,270-82.1% |
| Participant deferral / active EE | $2,560 | $2,762-7.3% | $3,722-31.2% | $3,740-31.6% |
| Admin fee / account holder | $36 | $493-92.6% | $5,664-99.4% | $513-92.9% |