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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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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $60,573 | $102,553-40.9% | $151,611-60.0% | $66,914-9.5% |
| Participation rate | 92.3% | 85.5%+6.8pp | 87.5%+4.8pp | 69.8%+22.5pp |
| Annual return | -18.32% | -10.82%-7.5pp | 3.33%-21.6pp | 1.58%-19.9pp |
| Employer contribution / active EE | $3,990 | $4,180-4.6% | $6,166-35.3% | $2,544+56.8% |
| Participant deferral / active EE | $15,745 | $6,641+137.1% | $8,363+88.3% | $4,237+271.6% |
| Admin fee / account holder | $3 | $630-99.5% | $11,616-100.0% | $593-99.5% |