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 9-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 RETIRMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,965 |
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 | $85,536 | $54,590+56.7% | $81,930+4.4% | $73,488+16.4% |
| Participation rate | 93.7% | 68.3%+25.4pp | 72.0%+21.7pp | 70.7%+23.0pp |
| Annual return | 13.31% | 17.74%-4.4pp | 29.49%-16.2pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,688 | $1,636+3.2% | $4,310-60.8% | $2,270-25.6% |
| Participant deferral / active EE | $6,741 | $2,759+144.3% | $7,107-5.1% | $3,740+80.3% |
| Admin fee / account holder | $9 | $592-98.4% | $5,158-99.8% | $513-98.2% |