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 7-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 Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,249 | $63,442-53.9% | $68,791-57.5% | $66,914-56.3% |
| Participation rate | 52.5% | 60.0%-7.5pp | 69.0%-16.6pp | 69.8%-17.3pp |
| Annual return | -18.30% | -8.29%-10.0pp | -6.38%-11.9pp | 1.58%-19.9pp |
| Employer contribution / active EE | $997 | $1,775-43.9% | $2,655-62.5% | $2,544-60.8% |
| Participant deferral / active EE | $2,655 | $2,945-9.8% | $3,941-32.6% | $4,237-37.3% |
| Admin fee / account holder | $31 | $577-94.7% | $4,932-99.4% | $593-94.8% |