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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,754 | $130,194-34.1% | $169,993-49.6% | $71,457+20.0% |
| Participation rate | 83.2% | 86.1%-3.0pp | 87.0%-3.8pp | 67.9%+15.3pp |
| Annual return | 21.06% | 20.37%+0.7pp | 53.37%-32.3pp | 28.85%-7.8pp |
| Employer contribution / active EE | $2,839 | $4,381-35.2% | $6,785-58.2% | $2,588+9.7% |
| Participant deferral / active EE | $4,600 | $6,923-33.5% | $10,408-55.8% | $4,289+7.3% |
| Admin fee / account holder | $40 | $966-95.9% | $12,815-99.7% | $1,587-97.5% |