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) | $2,437 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,195 | $69,362-88.2% | $101,248-91.9% | $73,488-88.8% |
| Participation rate | 90.5% | 68.4%+22.2pp | 75.8%+14.7pp | 70.7%+19.9pp |
| Annual return | 29.94% | 18.46%+11.5pp | 46.47%-16.5pp | 28.51%+1.4pp |
| Employer contribution / active EE | $2,035 | $2,628-22.6% | $3,660-44.4% | $2,270-10.4% |
| Participant deferral / active EE | $3,385 | $3,300+2.6% | $4,370-22.5% | $3,740-9.5% |
| Admin fee / account holder | $33 | $704-95.3% | $5,945-99.4% | $513-93.5% |