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 & ANNUITY CO. Service code 27 | Advisory (Plan) | $1,914 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,858 | $37,393-9.5% | $77,024-56.0% | $66,914-49.4% |
| Participation rate | 52.2% | 52.9%-0.6pp | 67.9%-15.7pp | 69.8%-17.6pp |
| Annual return | -15.19% | -3.29%-11.9pp | 42.32%-57.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $440 | $1,531-71.3% | $2,812-84.4% | $2,544-82.7% |
| Participant deferral / active EE | $1,821 | $2,617-30.4% | $4,426-58.9% | $4,237-57.0% |
| Admin fee / account holder | $68 | $567-88.0% | $5,425-98.7% | $593-88.5% |