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 INSUR & ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $5,366 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,642 | $52,836-76.1% | $105,738-88.0% | $64,186-80.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -0.16% | 14.30%-14.5pp | 6.27%-6.4pp | 7.63%-7.8pp |
| Employer contribution / active EE | $522 | $1,827-71.4% | $3,268-84.0% | $2,381-78.1% |
| Participant deferral / active EE | $391 | $2,545-84.7% | $4,080-90.4% | $3,470-88.7% |
| Admin fee / account holder | $44 | $3,959-98.9% | $6,913-99.4% | $4,888-99.1% |