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) | $1,927 |
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.
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 | $59,611 | $100,801-40.9% | $149,696-60.2% | $73,409-18.8% |
| Participation rate | 41.2% | 77.7%-36.5pp | 82.5%-41.3pp | 72.2%-31.0pp |
| Annual return | 19.62% | 265.34%-245.7pp | 276.60%-257.0pp | 59.29%-39.7pp |
| Employer contribution / active EE | $1,952 | $3,312-41.1% | $4,644-58.0% | $2,234-12.6% |
| Participant deferral / active EE | $3,809 | $6,404-40.5% | $6,842-44.3% | $3,805+0.1% |
| Admin fee / account holder | $51 | $181-71.9% | $9,309-99.5% | $158-67.8% |