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 | Other Services | $3,315 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $1,026 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $40 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,723 | $79,171-46.0% | $102,423-58.3% | $74,495-42.6% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 14.23% | 54.93%-40.7pp | 29.32%-15.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,104 | $2,362+31.4% | $3,023+2.7% | $2,623+18.3% |
| Participant deferral / active EE | $3,932 | $4,415-10.9% | $5,053-22.2% | $4,346-9.5% |
| Admin fee / account holder | $49 | $2,001-97.6% | $9,451-99.5% | $1,942-97.5% |