Filed October 13, 2022
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 3-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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,250 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,411 | $82,202+38.0% | $125,339-9.5% | $64,808+75.0% |
| Participation rate | 99.1% | 77.9%+21.3pp | 82.4%+16.8pp | 71.5%+27.7pp |
| Annual return | 0.00% | 3.48%-3.5pp | 572.05%-572.1pp | 32.82%-32.8pp |
| Employer contribution / active EE | $3,633 | $3,615+0.5% | $4,814-24.5% | $2,506+45.0% |
| Participant deferral / active EE | $4,005 | $7,175-44.2% | $7,446-46.2% | $4,310-7.1% |
| Admin fee / account holder | $3 | $163-98.3% | $10,010-100.0% | $188-98.6% |