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 8-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 | Recordkeeping Fees | $4,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,870 | $53,165-57.0% | $86,188-73.5% | $74,419-69.3% |
| Participation rate | 67.7% | 64.9%+2.8pp | 69.0%-1.3pp | 70.7%-3.1pp |
| Annual return | -0.56% | 22.64%-23.2pp | 1168.45%-1169.0pp | 34.38%-34.9pp |
| Employer contribution / active EE | $2,278 | $1,210+88.3% | $2,380-4.3% | $2,637-13.6% |
| Participant deferral / active EE | $4,257 | $3,234+31.6% | $3,985+6.8% | $4,528-6.0% |
| Admin fee / account holder | $10 | $551-98.3% | $6,852-99.9% | $348-97.3% |