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 RETIRMENT INSURANCE AND ANNUIT Service code 49 | Other Services | $4,708 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,028 | $45,031-40.0% | $84,966-68.2% | $77,643-65.2% |
| Participation rate | 61.9% | 48.7%+13.2pp | 67.5%-5.6pp | 70.6%-8.7pp |
| Annual return | 11.50% | 79.22%-67.7pp | 66.38%-54.9pp | 31.24%-19.7pp |
| Employer contribution / active EE | $567 | $1,609-64.8% | $2,727-79.2% | $2,726-79.2% |
| Participant deferral / active EE | $2,464 | $2,807-12.2% | $4,519-45.5% | $4,647-47.0% |
| Admin fee / account holder | $4 | $912-99.5% | $6,149-99.9% | $430-99.0% |