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) | $2,494 |
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.
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 | $51,928 | $69,362-25.1% | $101,248-48.7% | $73,488-29.3% |
| Participation rate | 61.2% | 68.4%-7.2pp | 75.8%-14.6pp | 70.7%-9.5pp |
| Annual return | -8.15% | 18.46%-26.6pp | 46.47%-54.6pp | 28.51%-36.7pp |
| Employer contribution / active EE | $879 | $2,628-66.5% | $3,660-76.0% | $2,270-61.3% |
| Participant deferral / active EE | $2,426 | $3,300-26.5% | $4,370-44.5% | $3,740-35.1% |
| Admin fee / account holder | $73 | $704-89.6% | $5,945-98.8% | $513-85.7% |