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) | $4,476 |
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 | $71,402 | $28,416+151.3% | $73,545-2.9% | $69,631+2.5% |
| Participation rate | 17.0% | 38.3%-21.4pp | 54.9%-37.9pp | 70.7%-53.7pp |
| Annual return | 16.66% | -694.13%+710.8pp | -15.16%+31.8pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $108 | $430-74.8% | $1,219-91.1% | $2,032-94.7% |
| Participant deferral / active EE | $870 | $897-3.0% | $1,806-51.8% | $3,224-73.0% |
| Admin fee / account holder | $24 | $104-77.0% | $2,320-99.0% | $110-78.3% |