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 | $957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,372 | $26,114-33.5% | $58,482-70.3% | $74,419-76.7% |
| Participation rate | 20.7% | 32.1%-11.4pp | 50.9%-30.1pp | 70.7%-50.0pp |
| Annual return | 12.46% | 32.51%-20.1pp | 4239.32%-4226.9pp | 34.38%-21.9pp |
| Employer contribution / active EE | $431 | $536-19.6% | $1,053-59.1% | $2,637-83.7% |
| Participant deferral / active EE | $572 | $1,075-46.8% | $1,924-70.3% | $4,528-87.4% |
| Admin fee / account holder | $46 | $649-93.0% | $2,516-98.2% | $348-86.9% |