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 8-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 27 | Advisory (Plan) | $102 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,399 | $80,717-90.8% | $154,803-95.2% | $84,808-91.3% |
| Participation rate | 84.7% | 66.8%+17.9pp | 78.1%+6.6pp | 68.3%+16.4pp |
| Annual return | 15.51% | 37.96%-22.4pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $235 | $2,761-91.5% | $4,305-94.5% | $2,631-91.1% |
| Participant deferral / active EE | $1,564 | $3,303-52.7% | $5,540-71.8% | $4,212-62.9% |
| Admin fee / account holder | $105 | $6,746-98.4% | $14,329-99.3% | $7,344-98.6% |