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 INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,890 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $883 |
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 | $27,461 | $98,750-72.2% | $149,696-81.7% | $79,858-65.6% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.5%+13.3pp | 69.6%+26.1pp |
| Annual return | 15.78% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,539 | $3,216+10.0% | $4,644-23.8% | $2,471+43.2% |
| Participant deferral / active EE | $5,190 | $5,680-8.6% | $6,842-24.1% | $3,740+38.8% |
| Admin fee / account holder | $17 | $6,053-99.7% | $9,309-99.8% | $5,306-99.7% |