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 INS AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,308 | $52,293-61.2% | $178,490-88.6% | $73,409-72.3% |
| Participation rate | 46.1% | 65.3%-19.3pp | 81.9%-35.8pp | 72.2%-26.1pp |
| Annual return | 15.35% | 34.75%-19.4pp | 151.07%-135.7pp | 59.29%-43.9pp |
| Employer contribution / active EE | $731 | $1,735-57.9% | $5,011-85.4% | $2,234-67.3% |
| Participant deferral / active EE | $1,208 | $2,332-48.2% | $5,202-76.8% | $3,805-68.3% |
| Admin fee / account holder | $36 | $127-71.5% | $13,984-99.7% | $158-77.0% |