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 9-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 RETIRMENT INS & ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $3,020 |
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 | $28,183 | $155,795-81.9% | $136,294-79.3% | $69,631-59.5% |
| Participation rate | 79.2% | 75.2%+4.0pp | 81.9%-2.7pp | 70.7%+8.6pp |
| Annual return | 37.13% | 232464.33%-232427.2pp | 5155.94%-5118.8pp | 27571.02%-27533.9pp |
| Employer contribution / active EE | $3,462 | $2,991+15.8% | $4,695-26.3% | $2,032+70.4% |
| Participant deferral / active EE | $8,061 | $5,394+49.4% | $6,247+29.0% | $3,224+150.0% |
| Admin fee / account holder | $23 | $128-81.8% | $9,243-99.7% | $110-78.9% |