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 AND ANNUI Service code 12 · EIN 71-0294708 | Claims processing; Participant loan p... | $800 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,209 | $73,638-53.5% | $95,952-64.3% | $73,488-53.4% |
| Participation rate | 50.3% | 76.2%-25.8pp | 77.1%-26.7pp | 70.7%-20.3pp |
| Annual return | 18.17% | 16.78%+1.4pp | 91.61%-73.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $614 | $1,863-67.1% | $2,541-75.8% | $2,270-73.0% |
| Participant deferral / active EE | $1,756 | $3,617-51.4% | $4,167-57.8% | $3,740-53.0% |
| Admin fee / account holder | $23 | $482-95.3% | $6,795-99.7% | $513-95.5% |