Filed January 29, 2026 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $935 |
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 | $27,936 | $37,117-24.7% | $147,614-81.1% | $55,191-49.4% |
| Participation rate | 77.1% | 63.6%+13.5pp | 84.6%-7.5pp | 69.2%+8.0pp |
| Annual return | 0.18% | 3.44%-3.3pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $255 | $1,620-84.3% | $5,564-95.4% | $1,899-86.6% |
| Participant deferral / active EE | $2,035 | $1,985+2.5% | $4,895-58.4% | $3,046-33.2% |
| Admin fee / account holder | $79 | $86-7.5% | $11,611-99.3% | $91-12.8% |