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) | $17 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,029 | $73,102-43.9% | $123,544-66.8% | $56,287-27.1% |
| Participation rate | 58.4% | 74.3%-15.9pp | 82.3%-23.9pp | 69.9%-11.5pp |
| Annual return | -6.66% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,296 | $2,977-56.5% | $4,628-72.0% | $2,111-38.6% |
| Participant deferral / active EE | $5,459 | $5,423+0.7% | $6,426-15.0% | $3,350+63.0% |
| Admin fee / account holder | $5 | $554-99.1% | $9,284-99.9% | $521-99.0% |