Filed December 4, 2025 (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 99 · EIN 71-0294708 | Other Fees | $800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,993 | $121,341-37.4% | $189,513-59.9% | $79,386-4.3% |
| Participation rate | 96.0% | 86.1%+9.9pp | 87.8%+8.2pp | 70.7%+25.3pp |
| Annual return | 15.28% | 21.08%-5.8pp | 555.15%-539.9pp | 116.85%-101.6pp |
| Employer contribution / active EE | $2,083 | $3,915-46.8% | $6,162-66.2% | $2,427-14.2% |
| Participant deferral / active EE | $3,904 | $6,395-39.0% | $8,221-52.5% | $4,046-3.5% |
| Admin fee / account holder | $4 | $651-99.4% | $12,045-100.0% | $626-99.4% |