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 INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $829 |
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 | $47,688 | $78,485-39.2% | $106,213-55.1% | $74,495-36.0% |
| Participation rate | 80.0% | 72.8%+7.2pp | 75.3%+4.7pp | 67.2%+12.8pp |
| Annual return | 9.83% | 15.95%-6.1pp | 116.14%-106.3pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $1,227 | $2,523-51.4% | $3,171-61.3% | $2,623-53.2% |
| Participant deferral / active EE | $2,777 | $4,322-35.8% | $5,016-44.6% | $4,346-36.1% |
| Admin fee / account holder | $60 | $2,232-97.3% | $11,033-99.5% | $1,942-96.9% |