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 26 · EIN 71-0294708 | Advisory (Participants) | $466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,480 | $35,986-40.3% | $77,482-72.3% | $73,488-70.8% |
| Participation rate | 28.9% | 40.8%-11.9pp | 54.2%-25.3pp | 70.7%-41.8pp |
| Annual return | 13.35% | 19.26%-5.9pp | 54.79%-41.4pp | 28.51%-15.2pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,301 | $1,198+8.6% | $1,861-30.1% | $3,740-65.2% |
| Admin fee / account holder | $65 | $466-86.1% | $2,858-97.7% | $513-87.4% |