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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,111 | $64,286+10.6% | $90,951-21.8% | $73,409-3.1% |
| Participation rate | 51.1% | 63.6%-12.5pp | 69.0%-17.9pp | 72.2%-21.1pp |
| Annual return | 18.10% | 21.45%-3.4pp | 134.60%-116.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $412 | $895-54.0% | $2,122-80.6% | $2,234-81.6% |
| Participant deferral / active EE | $2,503 | $2,453+2.1% | $3,373-25.8% | $3,805-34.2% |
| Admin fee / account holder | $8 | $287-97.3% | $5,959-99.9% | $158-95.1% |