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 99 · EIN 59-2937883 | Other Fees | $0 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIR INSURANCE AND ANNUITY CO Service code 28 · EIN 71-0294708 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,512 | $122,239-12.0% | $184,203-41.6% | $74,495+44.3% |
| Participation rate | 92.2% | 85.5%+6.7pp | 86.8%+5.3pp | 67.2%+25.0pp |
| Annual return | 16.07% | 19.95%-3.9pp | 28.81%-12.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $2,525 | $4,537-44.3% | $6,427-60.7% | $2,623-3.7% |
| Participant deferral / active EE | $5,206 | $7,139-27.1% | $9,131-43.0% | $4,346+19.8% |
| Admin fee / account holder | $147 | $1,260-88.3% | $13,901-98.9% | $1,942-92.4% |