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 |
|---|---|---|
Service code 37 · EIN 04-2644786 | Loan Processing | $31,080 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,100 | $49,915+28.4% | $154,803-58.6% | $74,304-13.7% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 10.99% | 34.06%-23.1pp | 58.88%-47.9pp | 29.43%-18.4pp |
| Employer contribution / active EE | $3,939 | $1,611+144.5% | $4,305-8.5% | $2,241+75.8% |
| Participant deferral / active EE | $1,692 | $2,255-25.0% | $5,540-69.5% | $3,767-55.1% |
| Admin fee / account holder | $106 | $2,189-95.1% | $14,329-99.3% | $2,969-96.4% |