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 | $23,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,440 | $49,451-30.4% | $79,550-56.7% | $66,914-48.5% |
| Participation rate | 98.6% | 61.3%+37.3pp | 69.5%+29.2pp | 69.8%+28.8pp |
| Annual return | -16.68% | 84.25%-100.9pp | 0.16%-16.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,983 | $1,266+56.7% | $2,413-17.8% | $2,544-22.0% |
| Participant deferral / active EE | $4,519 | $3,159+43.1% | $3,985+13.4% | $4,237+6.7% |
| Admin fee / account holder | $104 | $595-82.5% | $6,832-98.5% | $593-82.5% |