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) | $91,481 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,490 |
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 | $74,402 | $58,726+26.7% | $92,233-19.3% | $62,292+19.4% |
| Participation rate | 76.6% | 68.3%+8.2pp | 76.5%+0.1pp | 69.5%+7.1pp |
| Annual return | 17.06% | 43.62%-26.6pp | 176.28%-159.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $7,934 | $2,392+231.7% | $3,679+115.6% | $2,042+288.5% |
| Participant deferral / active EE | $4,007 | $2,766+44.9% | $3,897+2.8% | $3,169+26.4% |
| Admin fee / account holder | $292 | $556-47.5% | $5,194-94.4% | $479-39.1% |