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. & ANNUITY CO Service code 27 | Advisory (Plan) | $2,854 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $227 |
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 | $81,200 | $58,726+38.3% | $92,233-12.0% | $62,292+30.4% |
| Participation rate | 99.0% | 68.3%+30.7pp | 76.5%+22.5pp | 69.5%+29.5pp |
| Annual return | 17.07% | 43.62%-26.5pp | 176.28%-159.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $3,408 | $2,392+42.5% | $3,679-7.4% | $2,042+66.9% |
| Participant deferral / active EE | $6,710 | $2,766+142.6% | $3,897+72.2% | $3,169+111.7% |
| Admin fee / account holder | $20 | $556-96.5% | $5,194-99.6% | $479-95.9% |