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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,622 | $43,133-22.0% | $89,391-62.4% | $73,488-54.2% |
| Participation rate | 10.8% | 55.0%-44.1pp | 68.0%-57.2pp | 70.7%-59.9pp |
| Annual return | 14.12% | 135.66%-121.5pp | 245.62%-231.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $350 | $1,438-75.7% | $2,586-86.5% | $2,270-84.6% |
| Participant deferral / active EE | $1,415 | $2,445-42.1% | $3,890-63.6% | $3,740-62.2% |
| Admin fee / account holder | $25 | $444-94.4% | $4,881-99.5% | $513-95.1% |