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 9-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 |
|---|---|---|
Service code 99 · EIN 47-1411118 4340 REDWOOD HIGHWA, SUITE B-60 · SAN RAFAEL, CA 94903 | Other Fees | $32,279 |
Filed as: VOYA RETIRMENT INSURANCE & ANNUITY 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 | $44,589 | $45,031-1.0% | $84,966-47.5% | $77,643-42.6% |
| Participation rate | 67.9% | 48.7%+19.2pp | 67.5%+0.4pp | 70.6%-2.7pp |
| Annual return | 35.72% | 79.22%-43.5pp | 66.38%-30.7pp | 31.24%+4.5pp |
| Employer contribution / active EE | $2,091 | $1,609+29.9% | $2,727-23.3% | $2,726-23.3% |
| Participant deferral / active EE | $5,010 | $2,807+78.5% | $4,519+10.9% | $4,647+7.8% |
| Admin fee / account holder | $27 | $912-97.1% | $6,149-99.6% | $430-93.8% |