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 26 · EIN 71-0294708 | Advisory (Participants) | $5 |
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 | $49,481 | $72,492-31.7% | $87,100-43.2% | $72,985-32.2% |
| Participation rate | 54.1% | 72.8%-18.7pp | 76.9%-22.8pp | 69.5%-15.4pp |
| Annual return | 33.31% | 24.46%+8.9pp | 28.19%+5.1pp | 81.00%-47.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,021 | $3,270+23.0% | $4,049-0.7% | $3,607+11.5% |
| Admin fee / account holder | $47 | $5,055-99.1% | $7,497-99.4% | $5,124-99.1% |