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 | $1,002 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,396 | $29,548-27.6% | $56,411-62.1% | $77,643-72.4% |
| Participation rate | 18.8% | 32.7%-13.9pp | 52.5%-33.7pp | 70.6%-51.8pp |
| Annual return | 9.25% | 19.01%-9.8pp | 1701.33%-1692.1pp | 31.24%-22.0pp |
| Employer contribution / active EE | $441 | $568-22.2% | $1,039-57.5% | $2,726-83.8% |
| Participant deferral / active EE | $740 | $1,061-30.2% | $1,952-62.1% | $4,647-84.1% |
| Admin fee / account holder | $46 | $1,046-95.6% | $2,829-98.4% | $430-89.2% |