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, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $21,187 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,312 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,912 | $78,485-65.7% | $106,213-74.7% | $74,495-63.9% |
| Participation rate | 91.0% | 72.8%+18.1pp | 75.3%+15.7pp | 67.2%+23.8pp |
| Annual return | 10.79% | 15.95%-5.2pp | 116.14%-105.3pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $2,377 | $2,523-5.8% | $3,171-25.1% | $2,623-9.4% |
| Participant deferral / active EE | $4,792 | $4,322+10.9% | $5,016-4.5% | $4,346+10.3% |
| Admin fee / account holder | $66 | $2,232-97.0% | $11,033-99.4% | $1,942-96.6% |