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 13 · EIN 71-0294708 | Contract Administrator | $37,515 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,236 | $52,208+13.5% | $86,612-31.6% | $74,419-20.4% |
| Participation rate | 68.8% | 66.3%+2.4pp | 71.7%-2.9pp | 70.7%-2.0pp |
| Annual return | 16.36% | 44.46%-28.1pp | 591.07%-574.7pp | 34.38%-18.0pp |
| Employer contribution / active EE | $2,307 | $2,282+1.1% | $3,022-23.7% | $2,637-12.5% |
| Participant deferral / active EE | $2,542 | $3,383-24.9% | $4,438-42.7% | $4,528-43.9% |
| Admin fee / account holder | $62 | $319-80.6% | $5,614-98.9% | $348-82.3% |