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) | $30,226 |
Service code 99 · EIN 26-0058143 | Other Fees | $12,302 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,983 | $60,776-52.3% | $85,682-66.2% | $79,386-63.5% |
| Participation rate | 86.1% | 62.1%+24.0pp | 69.9%+16.2pp | 70.7%+15.4pp |
| Annual return | 13.84% | 16.57%-2.7pp | 21.49%-7.6pp | 116.85%-103.0pp |
| Employer contribution / active EE | $650 | $1,663-60.9% | $2,618-75.2% | $2,427-73.2% |
| Participant deferral / active EE | $2,972 | $2,919+1.8% | $3,923-24.2% | $4,046-26.5% |
| Admin fee / account holder | $99 | $438-77.3% | $6,873-98.6% | $626-84.1% |