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 8-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 AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,057 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,434 | $47,922-42.8% | $75,886-63.8% | $65,185-57.9% |
| Participation rate | 78.1% | 63.0%+15.1pp | 69.3%+8.8pp | 70.2%+7.9pp |
| Annual return | 23.15% | 24.12%-1.0pp | 30.76%-7.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $510 | $1,557-67.2% | $2,500-79.6% | $2,177-76.6% |
| Participant deferral / active EE | $2,540 | $2,550-0.4% | $3,603-29.5% | $3,514-27.7% |
| Admin fee / account holder | $96 | $532-81.9% | $5,418-98.2% | $847-88.6% |