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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $38,259 | $81,474-53.0% | $133,956-71.4% | $73,488-47.9% |
| Participation rate | 84.5% | 76.4%+8.2pp | 79.8%+4.7pp | 70.7%+13.9pp |
| Annual return | 13.61% | 19.40%-5.8pp | 45.09%-31.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,472 | $2,209-33.4% | $3,919-62.4% | $2,270-35.1% |
| Participant deferral / active EE | $4,474 | $3,786+18.2% | $5,048-11.4% | $3,740+19.7% |
| Admin fee / account holder | $48 | $713-93.3% | $8,927-99.5% | $513-90.7% |