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 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 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 | $16,619 | $28,109-40.9% | $71,086-76.6% | $56,287-70.5% |
| Participation rate | 51.5% | 40.4%+11.1pp | 54.7%-3.2pp | 69.9%-18.4pp |
| Annual return | -8.63% | -615.05%+606.4pp | 650.59%-659.2pp | -9.96%+1.3pp |
| Employer contribution / active EE | $471 | $558-15.5% | $1,088-56.7% | $2,111-77.7% |
| Participant deferral / active EE | $1,805 | $1,116+61.8% | $1,874-3.7% | $3,350-46.1% |
| Admin fee / account holder | $24 | $585-95.9% | $3,082-99.2% | $521-95.4% |