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 RETIRMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $150 |
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 | $45,620 | $51,447-11.3% | $104,607-56.4% | $73,409-37.9% |
| Participation rate | 91.0% | 68.2%+22.8pp | 74.1%+16.9pp | 72.2%+18.8pp |
| Annual return | 17.86% | 25.06%-7.2pp | 340.46%-322.6pp | 59.29%-41.4pp |
| Employer contribution / active EE | $1,124 | $1,441-22.0% | $2,681-58.1% | $2,234-49.7% |
| Participant deferral / active EE | $3,945 | $3,058+29.0% | $3,740+5.5% | $3,805+3.7% |
| Admin fee / account holder | $0 | $122-99.8% | $6,473-100.0% | $158-99.8% |