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 INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,405 | $55,449+1.7% | $83,848-32.7% | $56,287+0.2% |
| Participation rate | 60.5% | 68.0%-7.5pp | 76.1%-15.6pp | 69.9%-9.3pp |
| Annual return | 14.63% | -1.38%+16.0pp | 850.88%-836.2pp | -9.96%+24.6pp |
| Employer contribution / active EE | $754 | $2,430-69.0% | $3,631-79.2% | $2,111-64.3% |
| Participant deferral / active EE | $1,965 | $2,935-33.1% | $4,082-51.9% | $3,350-41.3% |
| Admin fee / account holder | $57 | $656-91.3% | $5,478-99.0% | $521-89.0% |