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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,850 |
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.
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 | $93,510 | $68,914+35.7% | $136,749-31.6% | $74,304+25.8% |
| Participation rate | 68.8% | 51.3%+17.5pp | 72.1%-3.3pp | 60.3%+8.5pp |
| Annual return | 9.36% | 16.34%-7.0pp | 24.33%-15.0pp | 29.43%-20.1pp |
| Employer contribution / active EE | $1,529 | $1,561-2.1% | $3,400-55.0% | $2,241-31.8% |
| Participant deferral / active EE | $3,491 | $2,541+37.4% | $4,692-25.6% | $3,767-7.3% |
| Admin fee / account holder | $28 | $3,149-99.1% | $11,386-99.8% | $2,969-99.1% |