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 INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $130,929 | $85,766+52.7% | $136,294-3.9% | $70,131+86.7% |
| Participation rate | 68.6% | 74.2%-5.6pp | 81.9%-13.3pp | 69.5%-0.9pp |
| Annual return | 16.53% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,813 | $2,966-38.9% | $4,695-61.4% | $2,342-22.6% |
| Participant deferral / active EE | $7,878 | $5,051+56.0% | $6,247+26.1% | $3,332+136.5% |
| Admin fee / account holder | $8 | $5,420-99.9% | $9,243-99.9% | $4,645-99.8% |