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 49 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $7,699 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,389 |
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 | $84,957 | $64,119+32.5% | $112,228-24.3% | $66,914+27.0% |
| Participation rate | 51.2% | 68.5%-17.2pp | 75.1%-23.8pp | 69.8%-18.6pp |
| Annual return | -14.41% | -13.81%-0.6pp | 27.45%-41.9pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,074 | $3,005-64.3% | $3,635-70.5% | $2,544-57.8% |
| Participant deferral / active EE | $3,747 | $3,693+1.5% | $4,728-20.8% | $4,237-11.6% |
| Admin fee / account holder | $44 | $625-93.0% | $6,410-99.3% | $593-92.7% |