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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Filed as: VOYA RET INSURANCE AND ANNUITY CO Service code 18 · EIN 71-0294708 | Custodial (other than securities) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,405 | $51,197+18.0% | $82,719-27.0% | $66,914-9.7% |
| Participation rate | 44.3% | 67.8%-23.5pp | 72.6%-28.3pp | 69.8%-25.5pp |
| Annual return | -15.92% | -9.64%-6.3pp | 701.18%-717.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,022 | $2,611-60.9% | $3,009-66.0% | $2,544-59.8% |
| Participant deferral / active EE | $1,792 | $3,458-48.2% | $4,395-59.2% | $4,237-57.7% |
| Admin fee / account holder | $30 | $416-92.7% | $5,329-99.4% | $593-94.9% |