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 27 · EIN 71-0294708 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,179 | $73,638-27.8% | $95,952-44.6% | $73,488-27.6% |
| Participation rate | 30.7% | 76.2%-45.4pp | 77.1%-46.4pp | 70.7%-40.0pp |
| Annual return | 12.66% | 16.78%-4.1pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | -$0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,354 | $3,617-34.9% | $4,167-43.5% | $3,740-37.1% |
| Admin fee / account holder | $5 | $482-98.9% | $6,795-99.9% | $513-98.9% |