Filed December 3, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $42,897 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $11,478 |
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 | $69,356 | $57,921+19.7% | $84,750-18.2% | $57,658+20.3% |
| Participation rate | 78.9% | 72.9%+6.0pp | 76.6%+2.3pp | 70.2%+8.7pp |
| Annual return | 7.53% | 10.24%-2.7pp | 22.78%-15.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $10,324 | $2,598+297.3% | $3,574+188.8% | $1,974+423.0% |
| Participant deferral / active EE | $3,297 | $2,742+20.2% | $3,712-11.2% | $3,061+7.7% |
| Admin fee / account holder | $152 | $130+17.3% | $5,332-97.1% | $95+61.0% |