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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.
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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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,860 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,716 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,819 | $66,457+6.6% | $81,382-13.0% | $77,643-8.8% |
| Participation rate | 99.3% | 68.7%+30.5pp | 69.5%+29.8pp | 70.6%+28.7pp |
| Annual return | 10.40% | 15.93%-5.5pp | 24.73%-14.3pp | 31.24%-20.8pp |
| Employer contribution / active EE | $3,690 | $2,159+70.9% | $2,463+49.8% | $2,726+35.4% |
| Participant deferral / active EE | $3,398 | $3,679-7.6% | $3,883-12.5% | $4,647-26.9% |
| Admin fee / account holder | $35 | $583-94.0% | $5,768-99.4% | $430-91.9% |