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 INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $9,444 | $35,986-73.8% | $77,482-87.8% | $73,488-87.1% |
| Participation rate | 26.6% | 40.8%-14.2pp | 54.2%-27.6pp | 70.7%-44.1pp |
| Annual return | 31.16% | 19.26%+11.9pp | 54.79%-23.6pp | 28.51%+2.6pp |
| Employer contribution / active EE | $576 | $557+3.4% | $986-41.6% | $2,270-74.6% |
| Participant deferral / active EE | $1,033 | $1,198-13.8% | $1,861-44.5% | $3,740-72.4% |
| Admin fee / account holder | $61 | $466-86.9% | $2,858-97.9% | $513-88.1% |