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 |
|---|---|---|
Service code 99 · EIN 59-2937883 | Other Fees | $33,209 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $36,657 | $29,546+24.1% | $56,441-35.1% | $77,671-52.8% |
| Participation rate | 17.9% | 32.7%-14.8pp | 52.5%-34.6pp | 70.6%-52.7pp |
| Annual return | 13.83% | 19.01%-5.2pp | 1704.21%-1690.4pp | 31.21%-17.4pp |
| Employer contribution / active EE | $541 | $568-4.7% | $1,039-47.9% | $2,726-80.1% |
| Participant deferral / active EE | $1,042 | $1,061-1.8% | $1,953-46.7% | $4,648-77.6% |
| Admin fee / account holder | $244 | $1,046-76.6% | $2,829-91.4% | $430-43.2% |