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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 27 · EIN 71-0294708 | Advisory (Plan) | $6,339 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,995 | $86,929+53.0% | $102,423+29.8% | $80,856+64.5% |
| Participation rate | 96.3% | 72.4%+24.0pp | 76.5%+19.9pp | 67.6%+28.7pp |
| Annual return | 13.32% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,503 | $2,369-36.5% | $3,023-50.3% | $2,755-45.4% |
| Participant deferral / active EE | $3,949 | $4,118-4.1% | $5,053-21.9% | $4,296-8.1% |
| Admin fee / account holder | $26 | $8,049-99.7% | $9,451-99.7% | $6,918-99.6% |