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 64 · EIN 71-0294708 | Recordkeeping Fees | $32,945 |
Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,528 | $48,576+2.0% | $169,463-70.8% | $56,287-12.0% |
| Participation rate | 90.5% | 65.8%+24.7pp | 77.8%+12.8pp | 69.9%+20.7pp |
| Annual return | -4.13% | -2.51%-1.6pp | 1.83%-6.0pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,264 | $1,559-18.9% | $4,159-69.6% | $2,111-40.1% |
| Participant deferral / active EE | $4,075 | $3,275+24.4% | $5,277-22.8% | $3,350+21.6% |
| Admin fee / account holder | $145 | $435-66.6% | $9,109-98.4% | $521-72.1% |