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 64 · EIN 71-0294708 | Recordkeeping Fees | $250 |
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 | $23,340 | $43,423-46.3% | $78,689-70.3% | $55,167-57.7% |
| Participation rate | 81.6% | 68.0%+13.5pp | 73.6%+8.0pp | 69.0%+12.6pp |
| Annual return | 5.63% | 11.53%-5.9pp | 62.18%-56.5pp | 169.23%-163.6pp |
| Employer contribution / active EE | $2,168 | $1,997+8.6% | $2,851-24.0% | $1,963+10.5% |
| Participant deferral / active EE | $2,063 | $2,509-17.8% | $3,517-41.3% | $3,054-32.5% |
| Admin fee / account holder | $1 | $416-99.7% | $4,510-100.0% | $504-99.8% |