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 RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $69,912 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,917 | $70,106-83.0% | $80,975-85.3% | $63,975-81.4% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.1pp | 71.1%+21.8pp |
| Annual return | 26.36% | 13.93%+12.4pp | 17.10%+9.3pp | 48.65%-22.3pp |
| Employer contribution / active EE | $1,103 | $2,042-46.0% | $3,714-70.3% | $2,182-49.4% |
| Participant deferral / active EE | $4,913 | $5,245-6.3% | $5,696-13.8% | $3,356+46.4% |
| Admin fee / account holder | $40 | $57-29.0% | $5,516-99.3% | $70-42.6% |