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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $28,830 | $47,977-39.9% | $154,107-81.3% | $56,287-48.8% |
| Participation rate | 58.6% | 66.2%-7.6pp | 83.0%-24.5pp | 69.9%-11.3pp |
| Annual return | -4.13% | 3.54%-7.7pp | 735.12%-739.2pp | -9.96%+5.8pp |
| Employer contribution / active EE | $427 | $2,169-80.3% | $5,298-91.9% | $2,111-79.8% |
| Participant deferral / active EE | $1,062 | $2,392-55.6% | $5,081-79.1% | $3,350-68.3% |
| Admin fee / account holder | $11 | $438-97.5% | $13,411-99.9% | $521-97.9% |