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 & ANNTY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $3,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,345 | $22,714+143.7% | $59,496-7.0% | $55,191+0.3% |
| Participation rate | 19.5% | 37.5%-18.0pp | 54.6%-35.1pp | 69.2%-49.7pp |
| Annual return | -1.46% | -44.01%+42.5pp | 182.05%-183.5pp | 10.78%-12.2pp |
| Employer contribution / active EE | $108 | $418-74.1% | $1,153-90.6% | $1,899-94.3% |
| Participant deferral / active EE | $832 | $843-1.3% | $1,829-54.5% | $3,046-72.7% |
| Admin fee / account holder | $52 | $83-37.6% | $2,232-97.7% | $91-42.7% |