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 INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,331 | $58,083-18.5% | $80,019-40.9% | $56,287-15.9% |
| Participation rate | 63.3% | 73.6%-10.3pp | 75.8%-12.5pp | 69.9%-6.5pp |
| Annual return | -4.15% | 34.61%-38.8pp | 11.22%-15.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,043 | $1,932-46.0% | $2,468-57.7% | $2,111-50.6% |
| Participant deferral / active EE | $2,495 | $3,135-20.4% | $3,686-32.3% | $3,350-25.5% |
| Admin fee / account holder | $120 | $623-80.7% | $6,521-98.2% | $521-76.9% |