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 AND ANNUITY COMPANY Service code 60 · EIN 71-0294708 | Sub-TA Fees | $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 | $37,635 | $77,634-51.5% | $156,549-76.0% | $62,891-40.2% |
| Participation rate | 96.3% | 71.2%+25.0pp | 84.0%+12.2pp | 69.3%+26.9pp |
| Annual return | -0.17% | 50.32%-50.5pp | 32.23%-32.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $1,718 | $3,444-50.1% | $5,501-68.8% | $2,281-24.7% |
| Participant deferral / active EE | $7,024 | $3,045+130.6% | $4,871+44.2% | $3,203+119.3% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |