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 9-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 26 · EIN 71-0294708 | Advisory (Participants) | $1,150 |
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 | $69,316 | $72,012-3.7% | $185,823-62.7% | $79,858-13.2% |
| Participation rate | 95.0% | 65.8%+29.2pp | 78.0%+17.0pp | 69.6%+25.4pp |
| Annual return | 17.60% | 23.12%-5.5pp | 35.95%-18.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,733 | $1,965-11.8% | $4,087-57.6% | $2,471-29.9% |
| Participant deferral / active EE | $11,622 | $3,779+207.6% | $5,632+106.4% | $3,740+210.8% |
| Admin fee / account holder | $10 | $4,513-99.8% | $9,500-99.9% | $5,306-99.8% |