See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT & INSURANCE COMPANY Service code 49 | Other Services | $25,500 |
OPPENHEIMER1 year Filed as: OPPENHEIMER LIFE AGENCY LTD Service code 55 · EIN 06-1375177 125 BROAD STREET · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,809 | $36,916+16.0% | $156,549-72.7% | $57,658-25.8% |
| Participation rate | 44.9% | 63.4%-18.5pp | 84.0%-39.1pp | 70.2%-25.3pp |
| Annual return | 10.54% | 12.38%-1.8pp | 32.23%-21.7pp | 5.13%+5.4pp |
| Employer contribution / active EE | $422 | $1,571-73.1% | $5,501-92.3% | $1,974-78.6% |
| Participant deferral / active EE | $2,190 | $1,926+13.7% | $4,871-55.0% | $3,061-28.5% |
| Admin fee / account holder | $13 | $82-84.4% | $13,027-99.9% | $95-86.4% |