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 INSURANCE& ANNUITY Service code 27 | Advisory (Plan) | $1,637 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,322 | $76,000-65.4% | $154,107-82.9% | $64,186-59.0% |
| Participation rate | 58.5% | 70.4%-12.0pp | 83.0%-24.6pp | 69.6%-11.1pp |
| Annual return | 1.66% | 30.32%-28.7pp | 735.12%-733.5pp | 7.63%-6.0pp |
| Employer contribution / active EE | $1,939 | $3,351-42.1% | $5,298-63.4% | $2,381-18.6% |
| Participant deferral / active EE | $2,947 | $3,175-7.2% | $5,081-42.0% | $3,470-15.1% |
| Admin fee / account holder | $3 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |