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 INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 P.O. BOX 9900067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,319 | $51,197+29.5% | $82,719-19.8% | $66,914-0.9% |
| Participation rate | 64.6% | 67.8%-3.2pp | 72.6%-8.0pp | 69.8%-5.2pp |
| Annual return | -16.70% | -9.64%-7.1pp | 701.18%-717.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $876 | $2,611-66.5% | $3,009-70.9% | $2,544-65.6% |
| Participant deferral / active EE | $5,608 | $3,458+62.2% | $4,395+27.6% | $4,237+32.4% |
| Admin fee / account holder | $8 | $416-98.0% | $5,329-99.8% | $593-98.6% |