See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $13,679 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,715 | $78,485-54.5% | $106,213-66.4% | $74,495-52.1% |
| Participation rate | 61.9% | 72.8%-10.9pp | 75.3%-13.4pp | 67.2%-5.3pp |
| Annual return | 15.86% | 15.95%-0.1pp | 116.14%-100.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,895 | $2,523-24.9% | $3,171-40.2% | $2,623-27.8% |
| Participant deferral / active EE | $3,431 | $4,322-20.6% | $5,016-31.6% | $4,346-21.1% |
| Admin fee / account holder | $20 | $2,232-99.1% | $11,033-99.8% | $1,942-99.0% |