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 & ANNUITY11+ 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 | $125,925 | $132,049-4.6% | $200,582-37.2% | $74,304+69.5% |
| Participation rate | 94.4% | 84.1%+10.4pp | 86.9%+7.6pp | 60.3%+34.1pp |
| Annual return | 14.12% | 22.22%-8.1pp | 42.33%-28.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,723 | $4,558-40.2% | $6,419-57.6% | $2,241+21.5% |
| Participant deferral / active EE | $5,861 | $7,213-18.7% | $9,331-37.2% | $3,767+55.6% |
| Admin fee / account holder | $31 | $2,405-98.7% | $16,305-99.8% | $2,969-99.0% |