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) | $1,786 |
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 | $35,499 | $58,879-39.7% | $178,490-80.1% | $73,488-51.7% |
| Participation rate | 99.2% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.5pp |
| Annual return | 14.98% | 24.86%-9.9pp | 151.07%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $3,045 | $2,236+36.2% | $5,011-39.2% | $2,270+34.1% |
| Participant deferral / active EE | $2,659 | $2,567+3.6% | $5,202-48.9% | $3,740-28.9% |
| Admin fee / account holder | $11 | $400-97.2% | $13,984-99.9% | $513-97.8% |