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 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,210 | $31,388+47.2% | $73,545-37.2% | $62,292-25.8% |
| Participation rate | 30.7% | 39.9%-9.2pp | 54.9%-24.3pp | 69.5%-38.9pp |
| Annual return | 15.56% | 25.34%-9.8pp | -15.16%+30.7pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $426 | $1,028-58.5% | $1,806-76.4% | $3,169-86.5% |
| Admin fee / account holder | $12 | $299-95.9% | $2,320-99.5% | $479-97.4% |