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) | $1,547 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,782 | $43,075-0.7% | $74,583-42.6% | $62,891-32.0% |
| Participation rate | 87.2% | 58.1%+29.2pp | 68.1%+19.1pp | 69.3%+17.9pp |
| Annual return | 8.46% | 17.50%-9.0pp | 20.47%-12.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,285 | $1,498+52.6% | $2,525-9.5% | $2,281+0.2% |
| Participant deferral / active EE | $5,407 | $2,389+126.3% | $3,458+56.4% | $3,203+68.8% |
| Admin fee / account holder | $212 | $2,840-92.5% | $4,138-94.9% | $4,296-95.1% |