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 INSUARNCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,903 | $30,555+1.1% | $80,716-61.7% | $86,799-64.4% |
| Participation rate | 32.0% | 37.2%-5.2pp | 54.2%-22.1pp | 72.3%-40.2pp |
| Annual return | 12.76% | 30.35%-17.6pp | 87.28%-74.5pp | 97.91%-85.1pp |
| Employer contribution / active EE | $701 | $472+48.5% | $1,160-39.6% | $2,405-70.8% |
| Participant deferral / active EE | $1,213 | $1,050+15.5% | $2,146-43.5% | $4,131-70.6% |
| Admin fee / account holder | $17 | $135-87.1% | $3,380-99.5% | $170-89.7% |