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) | $1,948 |
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 | $30,143 | $52,953-43.1% | $172,739-82.6% | $65,185-53.8% |
| Participation rate | 96.5% | 66.2%+30.3pp | 82.6%+13.9pp | 70.2%+26.3pp |
| Annual return | 19.56% | 30.12%-10.6pp | 802.84%-783.3pp | 29.38%-9.8pp |
| Employer contribution / active EE | $2,531 | $2,190+15.6% | $5,143-50.8% | $2,177+16.3% |
| Participant deferral / active EE | $2,488 | $2,471+0.7% | $5,198-52.1% | $3,514-29.2% |
| Admin fee / account holder | $12 | $472-97.4% | $13,954-99.9% | $847-98.5% |