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) | $4,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $228,773 | $23,224+885.1% | $71,086+221.8% | $55,725+310.5% |
| Participation rate | 0.4% | 37.9%-37.4pp | 54.7%-54.2pp | 70.9%-70.4pp |
| Annual return | -8.42% | -2.87%-5.6pp | 650.59%-659.0pp | 244.93%-253.4pp |
| Employer contribution / active EE | $101 | $436-76.8% | $1,088-90.7% | $2,078-95.1% |
| Participant deferral / active EE | $820 | $929-11.8% | $1,874-56.3% | $3,356-75.6% |
| Admin fee / account holder | $90 | $118-23.5% | $3,082-97.1% | $115-21.7% |