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 49 | Other Services | $974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,656 | $30,086-51.3% | $61,373-76.1% | $64,808-77.4% |
| Participation rate | 31.3% | 36.4%-5.1pp | 52.6%-21.3pp | 71.5%-40.2pp |
| Annual return | -16.38% | -13.99%-2.4pp | 338.61%-355.0pp | 32.82%-49.2pp |
| Employer contribution / active EE | $527 | $536-1.8% | $1,159-54.6% | $2,506-79.0% |
| Participant deferral / active EE | $593 | $1,126-47.3% | $2,125-72.1% | $4,310-86.2% |
| Admin fee / account holder | $25 | $148-83.2% | $2,130-98.8% | $188-86.7% |