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 6-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 64 · EIN 71-0294708 | Recordkeeping Fees | $3,106 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,308 | $88,122-79.2% | $141,162-87.0% | $67,579-72.9% |
| Participation rate | 75.5% | 76.5%-1.0pp | 82.5%-7.0pp | 71.3%+4.2pp |
| Annual return | 0.00% | 75.40%-75.4pp | 71.39%-71.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $887 | $3,224-72.5% | $4,735-81.3% | $2,148-58.7% |
| Participant deferral / active EE | $4,005 | $5,958-32.8% | $6,709-40.3% | $3,539+13.2% |
| Admin fee / account holder | $6 | $131-95.6% | $10,261-99.9% | $142-95.9% |