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 4-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) | $280 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $220 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,131 | $62,127-88.5% | $81,382-91.2% | $74,495-90.4% |
| Participation rate | 76.9% | 64.0%+12.8pp | 69.5%+7.4pp | 67.2%+9.7pp |
| Annual return | 11.43% | 16.48%-5.1pp | 24.73%-13.3pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,134 | $1,882-39.8% | $2,463-54.0% | $2,623-56.8% |
| Participant deferral / active EE | $2,005 | $3,229-37.9% | $3,883-48.4% | $4,346-53.9% |
| Admin fee / account holder | $43 | $1,934-97.8% | $5,768-99.3% | $1,942-97.8% |