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 8-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. & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $94,395 | $59,186+59.5% | $76,768+23.0% | $56,287+67.7% |
| Participation rate | 83.5% | 75.2%+8.3pp | 77.0%+6.5pp | 69.9%+13.6pp |
| Annual return | -2.73% | 6.62%-9.3pp | 2.43%-5.2pp | -9.96%+7.2pp |
| Employer contribution / active EE | $1,178 | $1,759-33.0% | $2,485-52.6% | $2,111-44.2% |
| Participant deferral / active EE | $5,132 | $3,255+57.7% | $3,852+33.2% | $3,350+53.2% |
| Admin fee / account holder | $100 | $489-79.6% | $6,675-98.5% | $521-80.9% |