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 & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,119 | $69,362+14.1% | $101,248-21.9% | $73,488+7.7% |
| Participation rate | 56.9% | 68.4%-11.5pp | 75.8%-18.9pp | 70.7%-13.8pp |
| Annual return | 16.90% | 18.46%-1.6pp | 46.47%-29.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $952 | $2,628-63.8% | $3,660-74.0% | $2,270-58.0% |
| Participant deferral / active EE | $3,131 | $3,300-5.1% | $4,370-28.4% | $3,740-16.3% |
| Admin fee / account holder | $48 | $704-93.1% | $5,945-99.2% | $513-90.6% |