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 CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,332 | $55,449-66.9% | $83,848-78.1% | $56,287-67.4% |
| Participation rate | 25.9% | 68.0%-42.1pp | 76.1%-50.2pp | 69.9%-43.9pp |
| Annual return | -1.07% | -1.38%+0.3pp | 850.88%-851.9pp | -9.96%+8.9pp |
| Employer contribution / active EE | $580 | $2,430-76.1% | $3,631-84.0% | $2,111-72.5% |
| Participant deferral / active EE | $844 | $2,935-71.3% | $4,082-79.3% | $3,350-74.8% |
| Admin fee / account holder | $41 | $656-93.8% | $5,478-99.3% | $521-92.2% |