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 CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,724 |
Filed as: VOYA RETIREMENT INS AND ANNUITY C Service code 27 | Advisory (Plan) | $1,024 |
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 | $37,839 | $67,606-44.0% | $82,313-54.0% | $70,131-46.0% |
| Participation rate | 73.2% | 72.8%+0.4pp | 76.9%-3.7pp | 69.5%+3.7pp |
| Annual return | 14.88% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,364 | $1,755-22.3% | $2,428-43.8% | $2,342-41.8% |
| Participant deferral / active EE | $3,532 | $2,987+18.3% | $3,706-4.7% | $3,332+6.0% |
| Admin fee / account holder | $30 | $4,512-99.3% | $5,608-99.5% | $4,645-99.3% |