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 CO Service code 28 · EIN 71-0294708 | Investment Management | $7,177 |
Service code 49 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Other Services | $5,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,633 | $71,883-69.9% | $86,677-75.0% | $68,494-68.4% |
| Participation rate | 60.9% | 72.2%-11.3pp | 76.6%-15.6pp | 67.9%-7.0pp |
| Annual return | -15.38% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,747 | $2,173-19.6% | $2,836-38.4% | $2,596-32.7% |
| Participant deferral / active EE | $3,898 | $3,779+3.2% | $4,656-16.3% | $4,027-3.2% |
| Admin fee / account holder | $99 | $6,112-98.4% | $7,493-98.7% | $5,403-98.2% |