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. AND ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,431 | $39,122-27.3% | $57,179-50.3% | $62,891-54.8% |
| Participation rate | 86.7% | 70.5%+16.2pp | 75.3%+11.4pp | 69.3%+17.4pp |
| Annual return | 0.24% | 9.23%-9.0pp | 14.59%-14.3pp | 20.14%-19.9pp |
| Employer contribution / active EE | $4,005 | $1,874+113.7% | $2,682+49.3% | $2,281+75.6% |
| Participant deferral / active EE | $1,664 | $2,374-29.9% | $3,096-46.3% | $3,203-48.1% |
| Admin fee / account holder | $73 | $2,592-97.2% | $3,139-97.7% | $4,296-98.3% |