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 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 | $45,637 | $61,156-25.4% | $185,823-75.4% | $79,386-42.5% |
| Participation rate | 34.5% | 66.6%-32.1pp | 81.7%-47.2pp | 70.7%-36.2pp |
| Annual return | 16.36% | 19.45%-3.1pp | 122.05%-105.7pp | 116.85%-100.5pp |
| Employer contribution / active EE | $798 | $2,321-65.6% | $5,167-84.6% | $2,427-67.1% |
| Participant deferral / active EE | $1,261 | $2,789-54.8% | $5,568-77.3% | $4,046-68.8% |
| Admin fee / account holder | $24 | $710-96.6% | $16,237-99.9% | $626-96.2% |