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 RIAC Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,662 | $51,620-1.9% | $90,281-43.9% | $65,185-22.3% |
| Participation rate | 56.7% | 68.6%-11.9pp | 73.3%-16.6pp | 70.2%-13.5pp |
| Annual return | 38.76% | 24.94%+13.8pp | 78.10%-39.3pp | 29.38%+9.4pp |
| Employer contribution / active EE | $844 | $2,235-62.2% | $2,854-70.4% | $2,177-61.2% |
| Participant deferral / active EE | $4,147 | $2,871+44.5% | $3,885+6.7% | $3,514+18.0% |
| Admin fee / account holder | $11 | $384-97.3% | $5,351-99.8% | $847-98.8% |