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) | $995 |
Filed as: M2B RETIREMENT CONSULTING Service code 49 · EIN 81-3989034 | Other Services | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,499 | $46,292-57.9% | $143,757-86.4% | $64,808-69.9% |
| Participation rate | 38.4% | 64.2%-25.8pp | 80.3%-41.9pp | 71.5%-33.1pp |
| Annual return | -17.23% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $86 | $1,910-95.5% | $4,951-98.3% | $2,506-96.6% |
| Participant deferral / active EE | $1,769 | $2,646-33.1% | $5,637-68.6% | $4,310-59.0% |
| Admin fee / account holder | $49 | $154-67.8% | $14,673-99.7% | $188-73.7% |