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 |
|---|---|---|
Service code 27 | Advisory (Plan) | $2,900 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,998 | $80,753-75.2% | $136,294-85.3% | $62,292-67.9% |
| Participation rate | 93.0% | 73.5%+19.4pp | 81.9%+11.0pp | 69.5%+23.4pp |
| Annual return | 19.87% | 35.83%-16.0pp | 5155.94%-5136.1pp | 28.90%-9.0pp |
| Employer contribution / active EE | $4,266 | $2,884+47.9% | $4,695-9.1% | $2,042+108.9% |
| Participant deferral / active EE | $2,366 | $5,164-54.2% | $6,247-62.1% | $3,169-25.3% |
| Admin fee / account holder | $32 | $525-93.8% | $9,243-99.6% | $479-93.2% |