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 FINANCIAL ADVISORS Service code 99 · EIN 41-0945505 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,038 | $73,102-37.0% | $123,544-62.7% | $56,287-18.2% |
| Participation rate | 41.9% | 74.3%-32.4pp | 82.3%-40.4pp | 69.9%-28.0pp |
| Annual return | -4.74% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,719 | $2,977-42.2% | $4,628-62.8% | $2,111-18.5% |
| Participant deferral / active EE | $3,468 | $5,423-36.1% | $6,426-46.0% | $3,350+3.5% |
| Admin fee / account holder | $25 | $554-95.6% | $9,284-99.7% | $521-95.3% |