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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.
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,217 | $50,982-44.7% | $154,803-81.8% | $85,563-67.0% |
| Participation rate | 65.8% | 59.8%+6.0pp | 78.1%-12.2pp | 66.0%-0.1pp |
| Annual return | 11.43% | 30.35%-18.9pp | 58.88%-47.5pp | 31.51%-20.1pp |
| Employer contribution / active EE | $2,190 | $1,708+28.2% | $4,305-49.1% | $2,654-17.5% |
| Participant deferral / active EE | $1,357 | $2,474-45.1% | $5,540-75.5% | $4,375-69.0% |
| Admin fee / account holder | $30 | $846-96.4% | $14,329-99.8% | $834-96.4% |