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 INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,977 | $52,293-67.5% | $178,490-90.5% | $73,409-76.9% |
| Participation rate | 37.7% | 65.3%-27.6pp | 81.9%-44.2pp | 72.2%-34.5pp |
| Annual return | 25.12% | 34.75%-9.6pp | 151.07%-125.9pp | 59.29%-34.2pp |
| Employer contribution / active EE | $114 | $1,735-93.4% | $5,011-97.7% | $2,234-94.9% |
| Participant deferral / active EE | $1,515 | $2,332-35.0% | $5,202-70.9% | $3,805-60.2% |
| Admin fee / account holder | $7 | $127-94.3% | $13,984-99.9% | $158-95.4% |