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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,119 |
Filed as: VOYA RETIREMENT INS & ANNTY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $5,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $81,278 | $25,302+221.2% | $74,701+8.8% | $67,579+20.3% |
| Participation rate | 14.8% | 37.8%-23.1pp | 54.5%-39.7pp | 71.3%-56.5pp |
| Annual return | 19.83% | 10291.17%-10271.3pp | 752.92%-733.1pp | 378.56%-358.7pp |
| Employer contribution / active EE | $96 | $446-78.4% | $1,084-91.1% | $2,148-95.5% |
| Participant deferral / active EE | $773 | $954-19.0% | $1,964-60.6% | $3,539-78.2% |
| Admin fee / account holder | $39 | $108-63.5% | $3,333-98.8% | $142-72.4% |