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 INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,106 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $927 |
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 | $54,476 | $38,365+42.0% | $84,611-35.6% | $65,185-16.4% |
| Participation rate | 31.3% | 55.7%-24.4pp | 68.2%-37.0pp | 70.2%-38.9pp |
| Annual return | 20.39% | 32.00%-11.6pp | 258.74%-238.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $804 | $1,258-36.1% | $2,652-69.7% | $2,177-63.1% |
| Participant deferral / active EE | $3,295 | $2,278+44.6% | $3,899-15.5% | $3,514-6.2% |
| Admin fee / account holder | $51 | $451-88.8% | $4,912-99.0% | $847-94.0% |