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 9-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 RETIRMENT INSURANCE & ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,394 |
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 | $60,936 | $52,953+15.1% | $172,739-64.7% | $65,185-6.5% |
| Participation rate | 77.8% | 66.2%+11.6pp | 82.6%-4.9pp | 70.2%+7.6pp |
| Annual return | 21.49% | 30.12%-8.6pp | 802.84%-781.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,240 | $2,190-43.4% | $5,143-75.9% | $2,177-43.0% |
| Participant deferral / active EE | $3,382 | $2,471+36.9% | $5,198-34.9% | $3,514-3.7% |
| Admin fee / account holder | $12 | $472-97.5% | $13,954-99.9% | $847-98.6% |