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. AND ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,855 | $44,229-52.8% | $155,790-86.6% | $55,191-62.2% |
| Participation rate | 19.4% | 60.8%-41.4pp | 76.1%-56.7pp | 69.2%-49.7pp |
| Annual return | 2.70% | 0.37%+2.3pp | 71.54%-68.8pp | 10.78%-8.1pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,836-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,066 | $2,851-62.6% | $4,797-77.8% | $3,046-65.0% |
| Admin fee / account holder | $24 | $86-71.6% | $7,478-99.7% | $91-73.1% |