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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,401 |
Filed as: VOYA RETIREMENT INS & ANNTY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $5,401 |
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 | $89,068 | $29,369+203.3% | $77,482+15.0% | $73,409+21.3% |
| Participation rate | 13.0% | 37.9%-25.0pp | 54.2%-41.2pp | 72.2%-59.2pp |
| Annual return | 11.72% | 358.15%-346.4pp | 54.79%-43.1pp | 59.29%-47.6pp |
| Employer contribution / active EE | $77 | $406-81.1% | $986-92.2% | $2,234-96.6% |
| Participant deferral / active EE | $616 | $941-34.6% | $1,861-66.9% | $3,805-83.8% |
| Admin fee / account holder | $19 | $123-84.5% | $2,858-99.3% | $158-87.9% |