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 6-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 64 · EIN 71-0294708 | Recordkeeping Fees | $4,300 |
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 | $11,625 | $80,724-85.6% | $103,333-88.8% | $74,495-84.4% |
| Participation rate | 93.4% | 65.7%+27.7pp | 74.5%+18.9pp | 67.2%+26.2pp |
| Annual return | 11.72% | 27.56%-15.8pp | 24.88%-13.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $3,375 | $3,157+6.9% | $3,868-12.7% | $2,623+28.7% |
| Participant deferral / active EE | $6,735 | $3,860+74.5% | $5,057+33.2% | $4,346+55.0% |
| Admin fee / account holder | $25 | $2,368-99.0% | $8,355-99.7% | $1,942-98.7% |