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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,057 |
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 | $68,920 | $59,417+16.0% | $93,606-26.4% | $74,495-7.5% |
| Participation rate | 94.3% | 59.7%+34.6pp | 68.7%+25.6pp | 67.2%+27.1pp |
| Annual return | 16.80% | 81.83%-65.0pp | 133.20%-116.4pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,530 | $1,264+21.1% | $2,420-36.8% | $2,623-41.7% |
| Participant deferral / active EE | $4,542 | $3,050+48.9% | $4,411+3.0% | $4,346+4.5% |
| Admin fee / account holder | $23 | $3,021-99.2% | $8,285-99.7% | $1,942-98.8% |