See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA Service code 60 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,431 | $50,982-56.0% | $154,803-85.5% | $85,563-73.8% |
| Participation rate | 99.7% | 59.8%+39.9pp | 78.1%+21.6pp | 66.0%+33.7pp |
| Annual return | 5.97% | 30.35%-24.4pp | 58.88%-52.9pp | 31.51%-25.5pp |
| Employer contribution / active EE | $1,549 | $1,708-9.3% | $4,305-64.0% | $2,654-41.6% |
| Participant deferral / active EE | $1,555 | $2,474-37.2% | $5,540-71.9% | $4,375-64.5% |
| Admin fee / account holder | $6 | $846-99.3% | $14,329-100.0% | $834-99.3% |