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 Service code 26 · EIN 71-0294708 ANNUITY COMPANY · NEW YORK, NY 10169 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,822 | $61,214-34.9% | $83,333-52.2% | $56,287-29.3% |
| Participation rate | 70.3% | 72.6%-2.2pp | 77.8%-7.4pp | 69.9%+0.5pp |
| Annual return | -7.27% | 0.42%-7.7pp | 10.63%-17.9pp | -9.96%+2.7pp |
| Employer contribution / active EE | $4,588 | $1,925+138.3% | $3,379+35.8% | $2,111+117.4% |
| Participant deferral / active EE | $7,763 | $5,091+52.5% | $5,565+39.5% | $3,350+131.8% |
| Admin fee / account holder | $56 | $512-89.0% | $7,510-99.2% | $521-89.2% |