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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $200,935 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,203 | $108,719-6.0% | $101,326+0.9% | $85,563+19.4% |
| Participation rate | 98.8% | 80.9%+17.9pp | 81.5%+17.3pp | 66.0%+32.8pp |
| Annual return | 15.15% | 20.95%-5.8pp | 36.82%-21.7pp | 31.51%-16.4pp |
| Employer contribution / active EE | $3,934 | $3,114+26.3% | $3,665+7.3% | $2,654+48.3% |
| Participant deferral / active EE | $6,592 | $8,545-22.9% | $7,994-17.5% | $4,375+50.7% |
| Admin fee / account holder | $182 | $685-73.4% | $11,185-98.4% | $834-78.2% |