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 10-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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,497 | $84,487-68.6% | $125,339-78.9% | $66,914-60.4% |
| Participation rate | 93.4% | 76.4%+17.0pp | 82.4%+11.0pp | 69.8%+23.6pp |
| Annual return | -17.64% | -8.39%-9.2pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $777 | $3,553-78.1% | $4,814-83.9% | $2,544-69.5% |
| Participant deferral / active EE | $5,066 | $6,781-25.3% | $7,446-32.0% | $4,237+19.6% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |