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 ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $61 |
Service code 49 · EIN 71-0294708 PO BOX 54 · NEW YORK, NY 11010 | Other Services | $0 |
MORNINGSTAR2 years Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,054 | $65,561-20.6% | $91,541-43.1% | $74,304-29.9% |
| Participation rate | 98.4% | 56.6%+41.9pp | 69.8%+28.7pp | 60.3%+38.1pp |
| Annual return | 16.13% | 17.68%-1.6pp | 20.50%-4.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $3,192 | $1,717+85.9% | $2,505+27.4% | $2,241+42.4% |
| Participant deferral / active EE | $1,223 | $2,918-58.1% | $4,008-69.5% | $3,767-67.5% |
| Admin fee / account holder | $36 | $3,333-98.9% | $6,956-99.5% | $2,969-98.8% |